Unclaimed
Grant Gerard Wesely is a financial advisor with Athene Securities, LLC. Grant has been in the financial services industry for over 15 years. Grant has a Series 6, 7, 63 and SIE securities license and a Series 65 Investment Advisor license. Grant is registered to provide securities services in Iowa. Grant previously worked at PRUCO SECURITIES, LLC., AIG CAPITAL SERVICES, INC., ADVISORS ASSET MANAGEMENT, INC., PACIFIC SELECT DISTRIBUTORS, INC., USAA FINANCIAL ADVISORS, INC., WELLS FARGO INVESTMENTS, LLC, ING FUNDS DISTRIBUTOR, LLC, VALIC FINANCIAL ADVISORS, INC. and COUNTRY CAPITAL MANAGEMENT COMPANY.
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.
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.
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2
IA
01/28/2020 - Present
Athene Securities, LLC (WEST DES MOINES IA)
NJ
01/14/2019 - 01/29/2020
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
01/16/2018 - 01/02/2019
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CO
10/31/2014 - 01/17/2018
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
MN
10/12/2010 - 11/07/2014
PACIFIC SELECT DISTRIBUTORS, INC. (BLOOMINGTON MN)
AZ
04/15/2010 - 10/01/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
MN
06/04/2008 - 04/05/2010
WELLS FARGO INVESTMENTS, LLC (BLOOMINGTON MN)
AZ
10/12/2006 - 05/29/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
AZ
11/30/2005 - 10/10/2006
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IL
08/15/2005 - 11/21/2005
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 12/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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