Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Abrams is an active investment advisor representative with &partners in Nashville, TN. Grant has been in the industry since 2008. Grant is registered as an investment advisor representative in Colorado, Indiana, Massachusetts, and Pennsylvania. Grant has passed Series 7, Series 9, Series 10, Series 31, and Series 66 examinations. Grant has experience with Wells Fargo Advisors and Wells Fargo Clearing Services. Grant's firm &partners manages approximately $1 billion to $10 billion in assets. &partners's services include portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
05/28/2024 - Present
&partners (NASHVILLE TN)
PA
04/14/2008 - 06/05/2024
WELLS FARGO CLEARING SERVICES, LLC (SEWICKLEY PA)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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