Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Adam Dadesky is a financial professional registered with Raymond James & Associates, Inc. in Boca Raton, FL. Grant has been active in the financial services industry for 1 year and has experience in both investment advisory and broker-dealer activities. Grant holds the Series 66, Series 7TO, and SIE exams. Grant is registered with the state of Florida and several other states, including California, Colorado, Massachusetts, New York, South Carolina, and Wisconsin. Grant specializes in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Grant is also involved in real estate brokerage/agent or development activities through Kaloa Development Corporation S.A. in Boca Raton, FL.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/14/2023 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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