Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Borchard Heffernan is a financial advisor with KPMG Corporate Finance LLC in Portland, OR. Grant has over 9 years of experience in the financial industry. Grant holds Series 62, 63, 79 and SIE licenses. Grant is registered to sell securities in 44 states, including Alabama, Alaska, Arizona, and Arkansas. Grant was previously employed by B. Riley & Co., LLC in Newport Beach, CA.
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.
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.
1
2
OR
04/22/2015 - Present
Kpmg Corporate Finance LLC (Portland OR)
CA
12/05/2014 - 04/07/2015
B. RILEY & CO., LLC (NEWPORT BEACH CA)
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/05/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Heffernan is the right advisor for you? Invested Better is here to help.
