Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Grant is a financial advisor with over 30 years of experience in the industry. Eric has a wide range of experience in the financial services industry including working with Csenge Advisory Group, LLC and Polaris Wealth Management, LLC. Eric holds the Series 6, 7, 24, 26, 63 and 65 licenses. Eric works with individual clients and businesses to provide financial planning and investment advice. Eric is committed to providing his clients with personalized advice and guidance. Eric works with individuals, high-net-worth individuals, charitable organizations, and businesses. Eric is a Registered Investment Advisor in Illinois and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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
01/16/2018 - Present
Csenge Advisory Group, LLC (Flossmoor IL)
IL
04/20/2010 - 07/31/2018
FSC SECURITIES CORPORATION (FLOSSMOOR IL)
IL
11/03/2006 - 04/20/2010
ING FINANCIAL PARTNERS, INC. (HOMEWOOD IL)
IL
04/30/2004 - 11/21/2006
MML INVESTORS SERVICES, INC. (CHICAGO IL)
MA
12/20/2002 - 05/06/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/20/2002 - 05/06/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/29/1989 - 01/02/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/29/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/07/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Grant is the right advisor for you? Invested Better is here to help.
