Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Michael Chaney is a financial advisor at RBC Capital Markets, LLC, with over 10 years of experience in the financial services industry. Grant is registered with the Securities and Exchange Commission (SEC) and has been actively licensed since 2015. Grant holds a Series 7, 31, 63, 65, and 66 licenses and has experience in portfolio management, financial planning, and pension consulting. Prior to joining RBC Capital Markets, LLC, Grant worked as a financial advisor at Sanford C. Bernstein & Co., LLC, from 2015 to 2018. Grant specializes in providing investment advice to high-net-worth individuals, corporations, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
NC
03/26/2021 - Present
RBC Capital Markets, LLC (RALEIGH NC)
NY
08/03/2015 - 08/06/2018
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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