Unclaimed
Grant Merrill Boucek is a financial advisor with over 20 years of experience in the financial services industry. Grant is registered to provide investment advice in 15 states. Grant has a background working with a range of clients including individuals, high-net-worth individuals, corporations, and pension plans. Grant currently works at First Horizon Advisors, Inc. where Grant is a Registered Representative. Grant's prior experience includes working at Morgan Keegan & Company, Inc., Hartford Equity Sales Company Inc., Hartford Securities Distribution Company, Inc., and MML Investors Services, LLC. Grant holds Series 6, 7, 63 and 66 securities 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.
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.
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.
1
2
TN
01/28/2021 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
MA
04/05/2011 - 06/15/2011
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
GA
01/01/2009 - 10/16/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (CUMMING GA)
GA
05/05/2004 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (CUMMING GA)
TN
06/05/2001 - 03/24/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
CA
03/12/2001 - 07/23/2001
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 07/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Grant Boucek is the right advisor for you? Invested Better is here to help.