Unclaimed
Timothy Grandia is a Registered Representative and a Registered Options Principal who has been in the industry since 2007. Timothy has experience working with a variety of firms, including Goldman, Sachs & Co., UBS Securities LLC, Guggenheim Securities, LLC, and now Bernstein Institutional Services LLC. Timothy is a licensed professional and has passed the Series 7, Series 16, and Series 4 exams. Timothy has worked with clients including insurance companies, corporations, and investment companies, and has experience providing investment advice, financial planning, and educational seminars. Timothy's professional experience and expertise make him a valuable resource for clients seeking investment advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
04/15/2024 - Present
Bernstein Institutional Services LLC (NEW YORK NY)
NY
10/11/2022 - 03/09/2023
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
06/23/2017 - 10/03/2022
UBS SECURITIES LLC (NEW YORK NY)
NY
02/24/2003 - 01/24/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 01/18/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Timothy Grandia is the right advisor for you? Invested Better is here to help.