Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Prescott is a financial advisor at Independent Financial Group, LLC. Grant has been in the financial services industry since 2020 and is licensed to offer investment advice in several states, including California, Texas, Arizona, Florida, and Colorado. Grant holds the Series 63, 66, and 79 licenses and is a Certified Financial Planner. Grant offers a variety of services to clients, including financial planning, investment management, and insurance. Grant has a strong track record of success in helping clients achieve their financial goals. Grant is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/09/2024 - Present
Independent Financial Group, LLC (SAN JUAN CAPISTRANO CA)
CA
01/03/2020 - 01/28/2022
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 06/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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