Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Frederick Carroll is a financial advisor with over 25 years of experience in the industry. Grant is a registered representative of Strategic Financial Partners, Ltd. and currently holds licenses in Oregon and Texas. Grant's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Grant provides advisory services to individuals and businesses of all sizes, including high-net-worth individuals and other investment advisors.
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.
Third party adviser referral fees
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2
OR
08/12/2022 - Present
Strategic Financial Partners, Ltd. (BEND OR)
CT
04/26/1996 - 05/26/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 04/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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