Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Henry Saunders is a registered representative with Orion Portfolio Solutions, LLC, a financial services firm located in Omaha, Nebraska. Grant has been working in the financial services industry since March 3, 2016. Grant has a diverse background with previous experience at ADP Broker-Dealer, Inc., American Funds Distributors, Inc., Icon Securities, LLC, and Capstone Investments.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
12/05/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NJ
07/02/2021 - 07/25/2023
ADP BROKER-DEALER, INC. (FLORHAM PARK NJ)
TX
09/17/2015 - 11/05/2018
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
NY
07/09/2013 - 03/30/2015
ICON SECURITIES, LLC (NEW YORK NY)
NY
08/17/2011 - 02/14/2012
CAPSTONE INVESTMENTS (NEW YORK NY)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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