Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Constantine Grant is a financial advisor with Equitable Advisors, LLC, a firm with a long history of providing financial services to individuals and families. Gerald has been in the financial services industry since 1995 and holds a variety of licenses and certifications, including Series 7, 63, 65, and 24, along with his SIE. Gerald provides financial planning, portfolio management, and pension consulting services to clients in Alabama, California, District of Columbia, Florida, Georgia, Illinois, Maryland, New York, North Carolina, Pennsylvania, South Carolina, Vermont, and Virginia.
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.
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
FL
02/07/2018 - Present
Equitable Advisors, LLC (MIAMI FL)
NY
11/07/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
06/28/1995 - 09/26/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/06/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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