Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Vahalla is an Investment Advisor Representative with Lido Advisors, LLC. Grant has been working in the financial services industry since 2012 and has experience with both brokerage and investment advisory firms. Grant has a Series 7, Series 63, and Series 65 license, along with the SIE certification, and holds the designation of Certified Financial Planner. Grant has also held leadership roles at TIAA-CREF Individual & Institutional Services, LLC and Fidelity Brokerage Services LLC. Grant focuses on financial planning, portfolio management, and selection of other advisors, working with a diverse clientele including individuals, corporations, and institutional investors.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
04/14/2023 - Present
Lido (SAN DIEGO CA)
CA
05/15/2017 - 03/15/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN DIEGO CA)
CA
07/23/2012 - 05/03/2017
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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