Grace Meisner, financial advisor Sarasota FL
93 score

Grace Meisner

CRD 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 24 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Sarasota, FL Dec 2007 - Current 9
Charles Schwab & Company, Inc. Sarasota, FL Jul 2007 - Current 9
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
Contact Info for Grace E. Meisner
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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