Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Gochin is a financial advisor with over 20 years of experience in the industry. Grant has a proven track record of success, having served as an advisor at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Raymond James Financial Services Advisors, Inc. in 2011. Grant is a Certified Financial Planner and holds the Series 7, Series 24, Series 31, and Series 66 licenses. Grant is currently registered with the states of California, Florida, Georgia, Illinois, Massachusetts, New Mexico, New York, Oregon, Texas, and Washington. Grant focuses on providing financial advice to individuals, families, and businesses. Grant is committed to helping clients achieve their financial goals through a personalized approach.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
11/09/2011 - Present
Raymond James Financial Services Advisors, Inc. (WOODLAND HILLS CA)
CA
01/03/2003 - 02/24/2011
UBS FINANCIAL SERVICES INC. (ENCINO CA)
NY
09/10/1997 - 01/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/29/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Gochin is the right advisor for you? Invested Better is here to help.
