Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waltraud? Claim Your ProfileWaltraud Grande is a financial advisor with over 40 years of experience in the industry. Waltraud is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Oakhurst, New Jersey. Waltraud specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Waltraud has a strong track record of success and is committed to helping her clients achieve their financial goals. Waltraud has earned the Certified Financial Planner designation and holds several industry licenses. Waltraud is also a part-owner of Grande Financial Services, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
04/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (Oakhurst NJ)
NJ
09/20/2019 - 04/08/2021
CETERA ADVISOR NETWORKS LLC (OAKHURST NJ)
NJ
06/14/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (OAKHURST NJ)
NJ
06/01/2012 - 06/18/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OAKHURST NJ)
NJ
10/30/1985 - 06/01/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKHURST NJ)
NA
07/16/1982 - 10/22/1985
RAYMOND JAMES & ASSOCIATES, INC.
NA
06/28/1982 - 08/13/1982
COMARK SECURITIES, INC.
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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