Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grady is an investment advisor representative with First Citizens Investor Services, Inc. in Raleigh, NC. Robert Grady has been in the industry since August 2021. The advisor has a total of 53 state licenses and holds the Series 66, Series 7, Series 4, and Series 24 exams.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NC
01/31/2022 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
08/09/2021 - 02/01/2022
SECURIAN FINANCIAL SERVICES, INC. (Raleigh NC)
BOTH
Issued 09/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2024
Series 4 - Registered Options Principal Examination
BC
Issued 05/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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