Grace E. Small
3949 South Atherton Street
State College, PA 16801
O: (814) 466-6295 ext. 214
D: (814) 808-8011
F: (814) 466-7189
E: gracesmall@financialguide.com
Grace E. Small
PROFESSIONAL SPECIALTIES
- Retirement Planning
- Investments and Asset Management Strategies
- Risk Management
- Life, Disability, and Long Term Care Insurance
- Pension Planning services with folks invested in SERS, PSERS, and TIAA-CREF
- Estate Planning
- Wealth Accumulation & Transfer Strategies
- College Education Funding
QUALIFICATIONS
- Executive MBA Candidate, Class of 2016
- Pennsylvania State University
- B.S Business Administration/Marketing
- University of Nevada Las Vegas, Class of 2008
- FINRA Series 7 (General Securities Representative) Registration
- FINRA Series 66 (Uniform Combined State Law Examination) Registration
- Life and Health Insurance License
- Registered Representative - MML Investors Services, LLC*
- Investment Advisor Representative of MML Investors Services, LLC.
- Financial Advisor with Wienken Wealth Management Since 2010
PERSONAL
Grace remains actively involved in community activities including: the House of Care Board, the PSU Lady Lion Pink Zone Committee, the Pennsylvania Breast Cancer Coalition, the Mid State Literacy Council, Outstanding Young Women of Centre County, and by participating in community 5Ks and other charitable races. Grace enjoys running, snowboarding, golf, gardening, spending time with her fiancé, Jack and their dog, Swee' Pea, and traveling to see family and friends.
Grace E. Small is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC member SIPC (www.sipc.org). Supervisory Office: Supervisory Office: 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055. 717-791-3300.