Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aileen? Claim Your ProfileAileen Grant is a financial advisor with Cambridge Investment Research Advisors, Inc. Aileen is a Registered Representative and Investment Advisor Representative with over 30 years of experience in the financial services industry. Aileen has a strong background in financial planning, portfolio management, and investment advisory services. Aileen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Aileen is a member of Cambridge Investment Research Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
08/19/2020 - Present
Cambridge Investment Research Advisors, Inc. (Bee Cave TX)
TX
07/29/2016 - 12/05/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Austin TX)
CA
03/26/2013 - 08/12/2016
LPL FINANCIAL LLC (NEWPORT BEACH CA)
CA
03/21/2011 - 04/03/2013
WELLS FARGO ADVISORS, LLC (IRVINE CA)
IL
07/21/2006 - 01/08/2008
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
ME
08/19/2004 - 04/26/2006
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (PORTLAND ME)
ME
02/11/2002 - 10/02/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
06/05/1996 - 12/12/2001
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
12/20/1988 - 06/07/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/28/1988 - 12/21/1988
UR FINANCIAL, INC.
NA
08/20/1987 - 10/20/1988
WESTMONT SECURITIES CORPORATION
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Aileen Grant is the right advisor for you? Invested Better is here to help.
