Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Grant is a registered investment advisor representative with William Blair and has been in the industry since October 21, 1986. Daniel Grant has experience in the financial services industry for over 30 years. He has been registered with William Blair since September 20, 2006. Previously, he was with Lehman Brothers Inc, Salomon Brothers Municipals Inc. and Salomon Brothers Inc. Daniel Grant is a registered representative in 28 states and has passed the Series 3, 7, 24, 63 and 65 exams. He is also registered as an investment adviser representative in the state of Illinois. Daniel Grant specializes in equity research services, financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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.
1
2
IL
09/20/2006 - Present
William Blair (CHICAGO IL)
NY
05/02/1995 - 11/13/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/26/1994 - 05/11/1995
SALOMON BROTHERS MUNICIPALS INC
NY
10/22/1986 - 05/11/1995
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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