Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant David Brown is a financial advisor who has been in the industry for over 10 years. Grant has a strong background in finance and has a proven track record of success. He is licensed to provide investment advice in California and is currently registered with Fidelity Personal And Workplace Advisors. Grant has specialized expertise in portfolio management for individuals and businesses and also provides financial planning and educational seminars. Grant's commitment to providing clients with high-quality advice and personalized service has helped them reach their financial goals.
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.
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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CA
11/10/2023 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2021
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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