Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Allen Hall is a financial advisor with over 23 years of experience in the industry. Grant is currently registered with Osaic Wealth, Inc. and previously worked with Woodbury Financial Services, Inc., Ameriprise Financial Services, Inc., LPL Financial LLC, and Morgan Stanley DW Inc. Grant is licensed to provide financial services in Louisiana and Texas. Grant is a Series 63, 65, 7 and 31 licensed advisor and has passed the SIE exam. Grant specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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2
TX
01/19/2024 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
12/27/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
07/13/2012 - 01/04/2017
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
09/07/2005 - 07/26/2012
LPL FINANCIAL LLC (HOUSTON TX)
NY
06/29/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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