Unclaimed
Grant Denniston is a financial advisor registered with Steward Partners Investment Advisory, LLC. Grant Denniston is a Registered Representative and Investment Advisor Representative. Grant Denniston has been working in the financial industry since 2014. Grant Denniston has also been registered as a Representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC. Grant Denniston provides financial planning, investment advisory services, and pension consulting services to clients.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
12/04/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NH
03/23/2022 - 12/12/2023
WELLS FARGO CLEARING SERVICES, LLC (MANCHESTER NH)
NH
08/01/2014 - 03/24/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NH
11/16/2012 - 01/31/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONCORD NH)
BOTH
Issued 12/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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