Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Gotham Holloschutz is an investment advisor representative associated with United Capital Financial Advisors in Irving, Texas. Grant has been in the financial services industry since 2019. Grant is registered to provide investment advisory services in Texas. Grant has passed the Series 66, Series 7TO and SIE exams. Grant has worked at Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Grant's experience includes working with clients like individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans 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.
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.
Sub-adviser for other investment advisers
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
TX
05/08/2024 - Present
United Capital Financial Advisors (IRVING TX)
TX
07/13/2023 - 05/08/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
06/04/2021 - 06/15/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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