Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Joseph Smith is a financial professional with over 20 years of experience in the financial services industry. Grant has a strong background in securities trading and has held various roles at leading financial institutions including Sungard Institutional Brokerage Inc. and Merriman Capital, Inc. Grant's most recent role is with Institutional Cash Distributors, LLC. He is registered in Nevada and holds Series 7, Series 6, and Series 63 licenses. Grant is dedicated to providing clients with comprehensive financial advice and guidance.
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
NV
11/14/2014 - Present
Institutional Cash Distributors, LLC (Reno NV)
NY
07/15/2013 - 10/08/2014
MERRIMAN CAPITAL, INC. (NEW YORK NY)
IL
08/11/2005 - 11/02/2012
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
MD
04/25/1995 - 12/17/1995
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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