Unclaimed
Deforrest Grant Durham is a financial advisor with over 30 years of experience in the industry. Deforrest currently works for Osaic Wealth, Inc. Deforrest has previously worked for Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Deforrest is registered as a Registered Representative in South Carolina. Deforrest specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
SC
11/02/2018 - Present
Osaic Wealth, Inc. (EASLEY SC)
SC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (EASLEY SC)
SC
09/21/1999 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (EASLEY SC)
GA
05/10/1999 - 10/06/1999
WMA SECURITIES, INC. (DULUTH GA)
FL
07/09/1991 - 05/07/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 05/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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