Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant O'brine Catoe is an investment professional with over 20 years of experience in the financial services industry. Grant is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. as a Registered Representative. Grant has also held previous positions with BB&T Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Grant holds Series 6, 7, 63, 65, SIE and 6TO licenses. Grant specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations. Grant is committed to providing personalized investment advice and services to help clients achieve their financial goals.
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.
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
SC
02/18/2022 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
NC
03/21/2001 - 11/04/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MN
12/23/1999 - 03/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/23/1999 - 03/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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