Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Mitchell Schrock is a financial professional registered with Silver Oak Securities, Inc., with over 20 years of experience in the financial industry. Grant holds Series 6, 63, and 65 securities licenses. Grant provides financial planning, pension consulting, selection of other advisors, and portfolio management services for businesses and individuals. Prior to joining Silver Oak Securities, Inc., Grant worked with Securities Service Network, LLC and ProEquities, Inc.
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.
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
IN
09/25/2018 - Present
Silver OAK Securities, Inc. (Nappanee IN)
IN
12/07/2012 - 09/23/2018
SECURITIES SERVICE NETWORK, LLC (NAPPANEE IN)
IN
10/10/2002 - 12/21/2012
PROEQUITIES, INC. (NAPPANEE IN)
IA
Issued 01/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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