Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Peterson is a financial advisor with over 13 years of experience in the industry. Grant is currently registered with Ameriprise Financial Services, LLC and has previously been registered with Morgan Stanley, VOYA Financial Advisors, INC. and Wells Fargo Advisors, LLC. Grant holds the Series 66, Series 7 and SIE licenses. Grant provides financial planning, pension consulting, educational seminars, asset allocation services, portfolio management for businesses, and portfolio management for individuals. Grant serves clients including trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Grant is based in Scottsdale, Arizona.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
05/17/2024 - Present
Ameriprise Financial Services, LLC (Scottsdale AZ)
AZ
06/29/2017 - 06/11/2024
MORGAN STANLEY (PHOENIX AZ)
AZ
12/03/2013 - 06/12/2017
VOYA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
07/22/2011 - 12/03/2013
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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