Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Ostrander Slocumb is an active investment advisor representative. Grant joined Wells Fargo Clearing Services, LLC in November 2016 and also holds a registration as an Investment Adviser Representative in Texas since March 2018. Prior to joining Wells Fargo Clearing Services, LLC Grant was associated with Wells Fargo Advisors LLC beginning in May 2009. Grant has been in the industry since September 1985 and is licensed in several states including Nevada, California, Texas, Arizona, Florida and more. Grant holds a Series 63 and a Series 65 license. Grant's past affiliations include Lehman Brothers Inc. and E. F. Hutton & Company Inc. among others. Grant's specialties include Retirement Planning, College Savings, Mutual Funds and more.
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
NV
03/08/2018 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
NY
05/14/1988 - 01/21/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/10/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
02/27/1984 - 08/21/1984
CAPITAL PLANNING GROUP, INC.
IA
Issued 11/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/18/1984
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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