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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Grannis is an investment advisor representative at Independent Financial Partners. Andrew Grannis has been in the financial services industry since 2016. Andrew Grannis is registered with the state securities regulators of District of Columbia, Florida, Illinois, Michigan, Ohio, Pennsylvania, and South Carolina. Andrew Grannis also has Series 66, Series 7, and SIE licenses. Andrew Grannis is a financial professional with over 7 years of experience in the financial services industry. Andrew Grannis is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses. Andrew Grannis's approach is to understand each client's unique financial goals and objectives and to develop a customized plan to help them achieve their financial goals. Andrew Grannis is committed to providing clients with the highest level of service and to building long-term relationships. Independent Financial Partners is a financial services firm that offers a wide range of financial products and services, including investment management, financial planning, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
OH
05/26/2022 - Present
Independent Financial Partners (Cleveland OH)
OH
05/22/2019 - 08/17/2020
IFP SECURITIES, LLC (CLEVELAND OH)
OH
07/11/2016 - 05/23/2019
LPL FINANCIAL LLC (CLEVELAND OH)
BOTH
Issued 09/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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