Graceful Grady
Registered Financial Consultant & Wealth Management Specialist
Member Status: Current
Member Since: 11-Jan-2006
Business Name: Grady Financial
Business Type: Financial
Website: www.gradyfinancial.com
Business License:
Professional License: Series 7, 24,63,65 and Insurance
Contact: (770) 801-8226
Business Address:
4500 W. Village Place #1331
Smyrna, GA 30080
Overview
Welcome to Grady Financial an independent wealth management firm. I provide Fee-Based and very low commission fees. As a Wealth Management Specialist WMS I show my clients the importance of the life cycle of wealth which are accumulation consolidation and distribution phases. Having 21 years of experience and being an Accredited Member of The Paladin Registry I understand the importance to provide to clients Valuable Investment Planning. In addition to being a Registered Investment Advisor the licenses currently held are Series 7 24 63 65 Insurance - Life Accident Sickness and Variable Products. Securities offered through WallStreet Electronica Inc. member of FINRA Financial Industry Regulatory Authority S.I.P.C. SIFMAAll accounts carried by Ridge Clearing Outsourcing Solutions Inc. member NYSEFINRASIPCSIFMA
Bio
Graceful Grady founded Grady Financial in 2002 after working 12 years with financial institutions. He started his career with Lehman Brothers in 1990. He earned his bachelors degree in Finance from Georgia State University. In 2002 he received the professional designation of Registered Financial Consultant RFC. In March of 2003 he received the professional designation of Certified Estate Advisor CEA. In 2005 he received the professional designation of Wealth Management Specialist WMS. 2006 got off to a great start with the approved membership of the National Ethics Association and becoming an Accredited Member of The Paladin Registry.
Associations
International Association of Registered Financial Consultanst - 2002 National Assoication of Financial and Estate Planning - 2003. National Ethics Association - 2005. Securities offered through Cadaret Grant Company. Member FINRASIPC.
References
Due to privacy references will be provided upon request.
Overview
Overview
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