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Sofia Granai

Foreside Fund Services, LLC

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About Sofia Granai

Sofia Granai is a financial professional with over 12 years of experience in the industry. Sofia is currently registered with Foreside Fund Services, LLC. Sofia is licensed to offer securities in all 50 states, the District of Columbia, and Puerto Rico. Sofia holds the Series 7, Series 63, and SIE licenses. Previously, Sofia worked at J.P. Morgan Securities LLC.

Firm Information

Sofia Granai is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sofia Granai’s Registration & Firm History

FL

11/20/2018 - Present

Foreside Fund Services, LLC (Miami FL)

NY

08/31/2010 - 12/03/2012

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/26/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sofia Granai.
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