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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perpetua? Claim Your ProfilePerpetua A. Grant is an investment advisor representative with Empower Advisory Group, LLC. Perpetua has been in the financial industry for over 10 years. Perpetua holds Series 7 and Series 66 licenses. Perpetua is also a Certified Financial Planner and Chartered Financial Consultant. Perpetua has been registered with the Securities and Exchange Commission since 2011 and has a history of working with various firms including Prudential Insurance Company of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Pruco Securities, LLC. Perpetua is currently licensed in 45 states and the District of Columbia, specializing in investments, insurance and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
09/27/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
07/01/2019 - 03/24/2023
PRUCO SECURITIES, LLC. (Jacksonville FL)
FL
12/05/2016 - 12/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
03/11/2016 - 11/14/2016
MSI FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
NY
10/27/2011 - 02/07/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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