Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Charles Grant has been in the financial industry since June 1993. George is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Before joining TIAA, George worked at Morgan Stanley and E*TRADE Securities LLC. George's specialties are in financial planning and portfolio management for individuals and other institutions.
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.
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.
Compensation from affiliates
1
2
CA
12/11/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Rowland Heights CA)
MA
03/16/2023 - 08/10/2023
MORGAN STANLEY (Boston MA)
MA
11/30/2015 - 08/10/2023
E*TRADE SECURITIES LLC (Boston MA)
CO
09/30/2009 - 11/20/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
12/08/2008 - 09/17/2009
HARTFORD EQUITY SALES COMPANY INC. (WESTWOOD MA)
MA
12/04/2007 - 08/12/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
MA
06/11/2004 - 10/23/2007
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
VA
03/12/1999 - 04/26/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
TN
07/10/1998 - 01/06/1999
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
07/07/1997 - 05/01/1998
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
NY
04/13/1992 - 04/18/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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