Grace MeisnerCRD Number: 1080630
Current Firm: Charles Schwab & Company, Inc.
Grace Meisner (CRD# 1080630) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sarasota, FL and has over 25 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Charles Schwab Bank||Sarasota, FL||Dec 2007 - Current||9|
|Charles Schwab & Company, Inc.||Sarasota, FL||Jul 2007 - Current||10|
|Unemployed||Clinton, NJ||Dec 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1991|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV