Unclaimed
Christopher Banks Grant is a registered investment advisor and securities representative with over 28 years of experience in the financial services industry. Christopher has been with BNY Mellon Securities Corp. since 2012. Christopher holds Series 6, 7, 63 and 65 licenses. Previously, Christopher was registered with MFS Fund Distributors, Inc. and Sentinel Financial Services Company. Christopher's expertise includes portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
1
2
NY
01/22/2016 - Present
BNY Mellon Securities Corp. (New York NY)
VT
08/26/2011 - 05/23/2012
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
MA
12/06/1994 - 08/19/2011
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
07/13/1993 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Grant is the right advisor for you? Invested Better is here to help.