Unclaimed
George Francis Grant is an Investment Advisor Representative with MML Investors Services, LLC. George has been in the industry since February 1992. He is registered in 17 states. His specialties include providing financial planning, asset allocation programs, portfolio management services for individuals and businesses, and pension consulting. Previously, George was employed by MetLife Securities Inc. in Boston, Massachusetts. He was also employed by MassMutual Life Insurance Company in Wellesley, Massachusetts. George is also the owner of GFGJR, LLC which is a passthrough entity used for tax purposes.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
06/11/2020 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
05/17/2006 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
NY
04/18/2006 - 05/18/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/27/1992 - 04/18/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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