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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Grant is a financial advisor with over 30 years of experience in the industry. Andrea is registered with Morgan Stanley and has held previous roles with RBC Capital Markets Corporation, Bear, Stearns & Co. Inc., Charles Schwab & Co., Inc., Northern Trust Brokerage, Inc., CM&M Futures Inc. and Carroll McEntee & McGinley Incorporated. Andrea has a broad range of experience and specializes in providing investment advice, asset allocation, financial planning, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/02/2020 - Present
Morgan Stanley (Lisle IL)
IL
12/14/2007 - 11/13/2009
RBC CAPITAL MARKETS CORPORATION (CHICAGO IL)
IL
01/14/2003 - 12/13/2007
BEAR, STEARNS & CO. INC. (CHICAGO IL)
TX
08/06/1992 - 09/07/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
03/06/1989 - 09/05/1990
NORTHERN TRUST BROKERAGE, INC. (CHICAGO IL)
NA
08/26/1988 - 01/17/1989
CM&M FUTURES INC.
NA
07/25/1987 - 01/17/1989
CARROLL MCENTEE & MCGINLEY INCORPORATED
IA
Issued 02/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/14/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1986
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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