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Grant Davis Nielsen

Capfinancial Securities, LLC

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About Grant Davis Nielsen

Grant Nielsen is a registered representative with Capfinancial Securities, LLC, holding a Series 7TO, Series 63 and SIE. Grant has been in the securities industry for more than two years. Grant is licensed to provide securities-related services in Utah. Previously, Grant was employed by Wells Fargo Clearing Services, LLC from August 2022 to December 2022.

Firm Information

Grant Nielsen is currently registered with Capfinancial Securities, LLC. Capfinancial Securities, LLC is a Limited Liability Company formed on November 21, 2013. The firm is registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Grant Nielsen’s Registration & Firm History

UT

03/23/2023 - Present

Capfinancial Securities, LLC (Salt Lake City UT)

UT

08/08/2022 - 12/22/2022

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 08/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Davis Nielsen.
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