Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Callahan? Claim Your ProfileCallahan Grant Rafferty is a financial advisor with Fidelity Personal And Workplace Advisors. Callahan has been in the financial services industry since August 2017. Callahan is a Series 66 and Series 7 licensed representative and is registered with the state of Illinois. Callahan has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Callahan specializes in portfolio management, financial planning, and educational seminars. Prior to joining Fidelity, Callahan worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as First Command Financial Services and Bank of America.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
09/27/2021 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
07/28/2017 - 08/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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