Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant McGinty is a financial advisor with Charles Schwab & Co., Inc. Grant has been in the financial services industry since 2019. Grant is licensed to provide investment advice in Colorado. Grant holds a Series 7TO and a Series 66 license. Grant is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/07/2024 - Present
Charles Schwab & CO., Inc. (Colorado Springs CO)
CO
05/31/2023 - 11/02/2023
PURSHE KAPLAN STERLING INVESTMENTS (Greenwood Village CO)
CO
04/28/2021 - 06/09/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
11/08/2019 - 04/20/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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