Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Neil Dinner is an investment advisor representative with Stonex Advisors Inc.. Grant has been in the financial services industry since November 18, 2005. Grant is registered with the state securities regulators of Florida, Illinois, Michigan, New Jersey, New York, Ohio, and Texas. Grant is also a member of the Financial Industry Regulatory Authority (FINRA). Grant’s current registrations include: Series 63, Series 66, Series 7 and SIE. Grant previously worked at WRP INVESTMENTS, INC. and APB FINANCIAL GROUP, 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.
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.
Financial consulting services
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
OH
01/30/2015 - Present
Stonex Advisors Inc. (Beachwood OH)
OH
06/13/2006 - 09/12/2014
WRP INVESTMENTS, INC. (BEACHWOOD OH)
NY
11/18/2005 - 06/13/2006
APB FINANCIAL GROUP, INC. (NEW YORK NY)
BOTH
Issued 03/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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