Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant James Mersereau is a financial advisor with Wolfe Research Securities, based in San Francisco, California. Grant holds Series 7TO, SIE, and Series 63 licenses and is registered to conduct business in California, Florida, Illinois, Maine, Montana, New Jersey, New York, Oregon, Texas, and Washington. Grant's career in the financial services industry began in June 2020.
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
CA
06/15/2020 - Present
Wolfe Research Securities (San Francisco CA)
BC
Issued 08/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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