Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Moulton is a financial advisor with over 10 years of experience in the financial services industry. Grant is a Registered Representative with Raymond James Financial Services Advisors, Inc., and holds the Series 66, Series 7, and SIE licenses. Grant provides financial planning, portfolio management, and educational seminars for a variety of clients including individuals, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and banking 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.
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
CA
01/26/2024 - Present
Raymond James Financial Services Advisors, Inc. (Brea CA)
OR
10/03/2019 - 09/23/2020
LPL FINANCIAL LLC (EUGENE OR)
OR
11/25/2016 - 05/07/2019
KEY INVESTMENT SERVICES LLC (EUGENE OR)
OR
04/04/2013 - 05/17/2016
EDWARD JONES (MEDFORD OR)
BOTH
Issued 11/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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