Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Dabbelt is a financial advisor with over 12 years of experience in the industry. Grant is currently registered with Raymond James & Associates, Inc. and has held previous positions with Stifel, Nicolaus & Company, Incorporated, Sterne, Agee & Leach, Inc., and Keefe, Bruyette & Woods, Inc.. Grant is a Series 63, Series 24, SIE, Series 79, and Series 7 licensed professional.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/22/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/05/2015 - 08/12/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
07/18/2012 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NEW YORK NY)
NY
12/17/2010 - 07/13/2012
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
BC
Issued 01/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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