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 Visocky is an investment advisor representative (IAR) associated with LPL Financial LLC. Grant Visocky has been in the industry since 2018 and is registered to conduct business in California, Florida, Ohio, and Virginia. Grant Visocky is also registered as an investment advisor representative in Ohio. Prior to working at LPL Financial LLC, Grant Visocky was employed by The O.N. Equity Sales Company. Grant Visocky holds FINRA Series 7, SIE, and Series 66 licenses.
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.
Consulting and other non-discretionary advisory services
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
OH
11/28/2023 - Present
LPL Financial LLC (WESTLAKE OH)
OH
04/05/2018 - 11/27/2023
THE O.N. EQUITY SALES COMPANY (WESTLAKE OH)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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