Christian GrundelCRD Number: 5541530
Current Firm: Msi Financial Services, Inc.
Christian Grundel (CRD# 5541530) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Warwick, RI and has over 8 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|Metlife Securities||Providence, RI||Jun 2008 - Current||8|
|Unemployed||W. Warwick, RI||Mar 2008 - Jun 2008||< 1|
|Ri Mortgage Store||Cranston, RI||Oct 2006 - Mar 2008||1|
|American Money Centers||W. Warwick, RI||Jul 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV