Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Enrique Grande is an investment advisor representative at First Advisors National, LLC. Carl has been in the industry for over 15 years and has experience in insurance and financial services. Carl specializes in retirement planning consultations, financial planning, and portfolio management for individuals. Carl has held various positions at different companies throughout his career, including Farmers Insurance, National Life Group, Allstate Insurance, and CG Financial. Carl is registered with the state of California. Carl is committed to providing his clients with the best possible service and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
CA
11/09/2017 - Present
First Advisors National, LLC (Glendora CA)
IA
Issued 08/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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