Unclaimed
Grant Christopher Stettler is a financial advisor registered with Edward Jones, a well-known and established firm in the financial services industry. Grant has a strong track record in the industry, having begun his career in 2014. He has a diverse range of experience and holds several licenses and certifications, including a Series 66, Series 7, and SIE. His primary practice area is focused on providing financial advice and portfolio management services to individual clients, businesses, and retirement plans. Grant is committed to understanding his clients' financial goals and helping them achieve their objectives.
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.
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.
See schedule d - miscellaneous
1
2
WI
11/25/2014 - Present
Edward Jones (OSHKOSH WI)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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