Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Verhaeghe is a financial advisor with over 20 years of experience in the industry. He is currently registered with Captrust, a firm with over 700 investment advisors and $852 billion in assets under management. Grant specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. He is also qualified to provide investment advice to pooled investment vehicles. Grant is a Series 6 and Series 63 licensed advisor with a Series 65 license. He holds a SIE designation. Grant is a strong advocate for his clients and takes pride in providing personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
04/17/2015 - Present
Captrust (RALEIGH NC)
NC
03/24/2000 - 07/12/2010
AON BENFIELD SECURITIES, INC. (RALEIGH NC)
IA
Issued 04/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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