Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant MacUba is an investment advisor at LPL Financial LLC, specializing in financial planning and investment management. Grant has over 25 years of experience in the financial services industry, having worked with a variety of firms such as MMA Securities LLC, MMC Securities Corp., NFP Advisor Services, LLC, and Edward Jones. Grant is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, 66 and SIE licenses. Grant offers a variety of investment services including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/12/2018 - Present
LPL Financial LLC (LIBERTYVILLE IL)
IL
01/04/2016 - 10/13/2017
MMA SECURITIES LLC (Plainfield IL)
IL
06/09/2015 - 01/06/2016
MMC SECURITIES CORP. (Plainfield IL)
IL
09/05/2014 - 06/09/2015
NFP ADVISOR SERVICES, LLC (Plainfield IL)
IL
10/15/2009 - 08/19/2014
FINANCIAL TELESIS INC (PLAINFIELD IL)
IL
11/17/2008 - 10/20/2009
PRINCOR FINANCIAL SERVICES CORPORATION (NAPERVILLE IL)
IL
06/02/2004 - 09/10/2008
EDWARD JONES (SCHAUMBURG IL)
WI
05/18/1994 - 02/04/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/18/1994 - 02/04/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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