Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Wickham is an investment advisor representative at Wickham Financial & Insurance Services, based in Marietta, Georgia. Graham has been in the financial industry since 1994, previously working at Carter, Terry & Company, Inc., MidSouth Capital, Inc., Wachovia Securities Financial Network, Inc., GSG Securities, Inc., Chatfield Dean & Co., Inc., and GKN Securities Corp. Graham Wickham has a strong background in providing financial planning, portfolio management for individuals, and pension consulting services. Graham Wickham is also licensed in both Georgia 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.
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.
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GA
02/21/2020 - Present
Wickham Financial & Insurance Services (MARIETTA GA)
GA
03/23/2010 - 03/18/2020
CARTER, TERRY & COMPANY, INC. (ATLANTA GA)
GA
12/09/2002 - 03/17/2010
MIDSOUTH CAPITAL, INC. (MARIETTA GA)
MO
01/03/2000 - 12/14/2002
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/04/1999 - 12/31/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
04/27/1998 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NY
08/19/1996 - 04/27/1998
GKN SECURITIES CORP. (NEW YORK NY)
CO
08/25/1994 - 07/31/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 07/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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