Unclaimed
Grant Abram Johnson is a financial advisor who is currently registered with Ameriprise Financial Services, LLC in Indianapolis, Indiana. Grant has been in the financial industry since 2020 and has experience with Northwestern Mutual Investment Services, LLC. Grant holds licenses for both Broker-Dealer and Investment Adviser. Grant has also earned the Series 63, 66, 7TO and SIE licenses. Grant is currently licensed in Indiana. Grant's firm has approximately $1 billion to $10 billion in assets under management and manages money for a variety of individuals, businesses and institutions. Grant specializes in financial planning, portfolio management, and providing asset allocation services.
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 services
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.
1
2
IN
05/15/2024 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
09/03/2020 - 01/27/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Indianapolis IN)
BOTH
Issued 06/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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