Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vonda? Claim Your ProfileVonda Rochelle Grant is a financial advisor who has been in the industry for over 30 years. Vonda is currently registered with Raymond James & Associates, Inc. and has been with the firm since July 2012. Vonda has a diverse background in the financial industry, having worked for several other well-known firms, including Merrill Lynch, Morgan Stanley DW Inc., Fifth Third/The Ohio Company, Prudential Securities Incorporated, Locust Street Securities, Inc., Smith Barney Inc., and Lehman Brothers Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
03/19/2021 - Present
Raymond James & Associates, Inc. (WYANDOTTE MI)
MI
08/19/2005 - 07/26/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYANDOTTE MI)
NY
08/03/1998 - 09/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
01/10/1997 - 08/05/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NY
02/22/1996 - 01/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
01/18/1996 - 02/20/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
11/15/1995 - 02/06/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 09/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
08/25/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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