Rainier Radoc (CRD# 6179797) is an Investment Advisor Representative working at Grape Modern Wealth Management in Temecula, CA and has over 10 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Richardson Financial Services, Inc. | Temecula, CA | Apr 2024 - Current | < 1 |
| Grape Modern Wealth Management | Temecula, CA | Feb 2023 - Current | 1 |
| Grape Modern Wealth Management | Temecula, CA | Feb 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | San Diego, CA | Jun 2020 - Current | 3 |
| Jp Morgan Securites LLC | Temecula, CA | Jun 2020 - Feb 2023 | 2 |
| Jp Morgan Securities LLC | Menifee, CA | Jun 2014 - Jun 2020 | 6 |
| Jp Morgan Securities LLC | Chino, CA | Mar 2013 - Jun 2020 | 7 |
| Jp Morgan Chase Bank | Chino, CA | Jun 2012 - Jun 2020 | 8 |
| Jp Morgan Securities LLC | Temecula, CA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
| S63 | Uniform Securities State Law Examination | Jul 2013 |
- CA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$226,287
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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