Unclaimed
Grant Crane is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Grant has been in the financial industry for over 20 years. His previous employment included working at MFS Fund Distributors, Inc., Farmers Financial Solutions, LLC and A.G. Edwards & Sons, Inc.. Grant is licensed to sell securities in Arizona and other states. He holds Series 7, Series 63, and Series 65 licenses and the SIE certification. He is also licensed as an investment advisor representative in Arizona. Grant works out of the Scottsdale, AZ office.
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.
Investment consulting services to institutional clients
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.
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2
AZ
10/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
05/24/2005 - 09/11/2019
MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CA
01/21/2004 - 11/30/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
MO
09/08/2000 - 06/23/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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