Unclaimed
Derrick Grant is a financial advisor based in Phoenix, AZ. Derrick has been in the industry since 2010 and is currently registered with PFS Investments Inc. Derrick has a strong track record of success in helping individuals and businesses achieve their financial goals. He is committed to providing personalized service and sound advice to his clients. Derrick holds a Series 6, Series 26, and Series 63 license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/23/2017 - Present
PFS Investments Inc. (PHOENIX AZ)
AZ
08/28/2015 - 02/18/2016
PFS INVESTMENTS INC. (AVONDALE AZ)
AZ
02/27/2009 - 12/31/2014
PFS INVESTMENTS INC. (SCOTTSDALE AZ)
BC
Issued 01/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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