Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Badura is a financial advisor with Morgan Stanley, with over 18 years of experience in the financial services industry. Grant has a strong background in the industry having previously worked with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS PaineWebber Inc. He specializes in portfolio management for individuals, businesses, and investment companies. Grant holds the Series 7, Series 24, Series 55 and Series 63 licenses, and the Series 65 license. Grant is based in Purchase, New York.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/30/2013 - Present
Morgan Stanley (Purchase NY)
NY
07/24/2006 - 02/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/05/2005 - 07/20/2006
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
NY
07/15/2002 - 12/02/2003
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NJ
10/01/2000 - 07/15/2002
UBS PAINEWEBBER SERVICES INC. (WEEHAWKEN NJ)
NJ
03/13/2002 - 06/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/01/1999 - 12/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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