Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitri? Claim Your ProfileDimitri Austin Grant is an investment advisor representative with over 10 years of experience in the financial services industry. Dimitri has been registered with Bleakley Financial Group, LLC since 2022, and has a Series 7, Series 66 and SIE license. Prior to that, Dimitri was with Northwestern Mutual Investment Services, LLC. Dimitri has worked with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals. Dimitri specializes in providing financial planning, portfolio management, and other advisory services. Dimitri is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Non-investment consulting/implementation 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.
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2
NJ
07/15/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NY
01/01/2013 - 02/03/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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