Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Grant is a regional vice president at Wasatch Advisors LP. Christopher has been in the financial services industry since 2009. Christopher holds licenses for securities and investments in 53 states and Puerto Rico. In addition to their current position, Christopher has worked at a number of other firms in the financial services industry, including CAIS Capital LLC, Locorr Distributors, LLC, Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher's specializations include investment company products, variable contracts, and portfolio management. Christopher provides investment advice and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Provide model portfolio data to clients
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
03/05/2018 - Present
Wasatch Advisors LP (Salt Lake City UT)
CA
11/09/2015 - 09/11/2017
CAIS CAPITAL LLC (Beverly Hills CA)
MN
01/27/2015 - 11/19/2015
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
UT
04/06/2009 - 09/15/2011
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
CA
10/02/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COSTA MESA CA)
BC
Issued 10/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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