Unclaimed
Grant Mitchell Cholley is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Lake Charles, LA. Grant has been in the financial industry for more than 2 years and has a current registration as a Registered Representative (Series 7) with Raymond James Financial Services Advisors, Inc.. Grant holds the Series 7TO and SIE certifications. Grant is a Louisiana registered representative. Grant's prior work experience includes roles at St. Louis Catholic High School, Snap Fitness, McNeese State University, Stables at Le Bocage, Global Asset Management Group LLC, Northwestern Mutual Investment Services, LLC, and Raymond James Financial Services, Inc.. Grant also has a non-investment related business called Global Asset Management Group LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
01/08/2025 - Present
Raymond James Financial Services Advisors, Inc. (LAKE CHARLES LA)
BC
Issued 08/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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