Unclaimed
Grant Mcconnell Clady is a financial advisor who joined Edward Jones in December 2023. Grant has been a licensed financial professional since February 2024 and has experience in a variety of industries including hospitality, manufacturing, and insurance. Prior to joining Edward Jones, Grant worked for Patrick Industries and State Farm Insurance. Grant specializes in working with individuals, families, and businesses to help them reach their financial goals. Grant is a registered representative of Edward Jones and holds the Series 7, 66, and SIE licenses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
04/18/2024 - Present
Edward Jones (PLYMOUTH IN)
BOTH
Issued 02/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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