Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Daniel Podsednik is a financial advisor with Avantax Advisory Services. Grant has been in the financial services industry since 2002. Grant has a Series 6, 7 and 63 license, along with the Series 65 license and the SIE exam. Grant is registered in Texas to provide investment advice. Grant has previously worked with LPL Financial, Cetera Advisor Networks, Lincoln Financial Securities, NFP Securities, and Woodbury Financial Services. Grant has experience working with individuals and small businesses. Grant offers financial planning, investment management, and retirement planning services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/22/2019 - Present
Avantax Advisory Services (Bedford TX)
TX
01/30/2018 - 11/07/2019
LPL FINANCIAL LLC (BEDFORD TX)
TX
03/27/2015 - 12/19/2017
CETERA ADVISOR NETWORKS LLC (ARLINGTON TX)
TX
11/05/2012 - 04/22/2015
LPL FINANCIAL LLC (EULESS TX)
TX
01/13/2011 - 11/21/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (EULESS TX)
TX
01/03/2007 - 01/31/2011
NFP SECURITIES, INC. (ADDISON TX)
TX
12/09/2003 - 11/14/2006
WOODBURY FINANCIAL SERVICES, INC. (EULESS TX)
NY
07/19/2002 - 10/29/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 03/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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