Unclaimed
Grant Alexander Krinock is a financial advisor with over 5 years of experience in the financial services industry. Grant is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Pennsylvania and Texas. Grant is also registered as an Investment Advisor Representative in Pennsylvania and Texas. Grant has a broad range of experience in the financial services industry, including working with individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Grant is also a Series 63 and Series 65 licensed professional. Grant has a strong commitment to providing clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/11/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
PA
12/12/2017 - 02/23/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Monroeville PA)
IA
Issued 04/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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