Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Ludgar is a financial advisor with J.p. Morgan Securities LLC. Grant is registered in New York and has been in the industry since July 28th, 2024. Grant holds the Series 79TO, Series 63, and SIE licenses. Grant focuses on providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/29/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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