Unclaimed
Grant Mitchell Kierzek is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Grant has been in the financial services industry since 1989. Grant is a registered representative with FINRA and is licensed to provide investment advice in 31 states. Grant previously worked with WELLS FARGO INVESTMENTS, LLC, PRIMEVEST FINANCIAL SERVICES, INC., VISUN SECURITIES CORPORATION and FSC SECURITIES CORPORATION. Grant holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. Grant is an active financial advisor in Michigan.
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.
Investment consulting services to institutional clients
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.
1
2
MI
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (MARQUETTE MI)
MI
03/13/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MARQUETTE MI)
MN
11/10/1995 - 03/20/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
07/05/1989 - 12/31/1994
VISUN SECURITIES CORPORATION (RIVER HILLS WI)
GA
02/14/1989 - 07/06/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 06/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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