Unclaimed
Grant Hickman is a financial advisor with over 13 years of experience in the financial services industry. Grant is currently registered with Principal Securities, Inc. and has a Series 66, Series 7, and Series 24 license. Grant's previous experience includes roles at Principal Funds Distributor, Inc. and Edward Jones. Grant offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. Grant is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/21/2011 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
07/15/2011 - 04/24/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
07/15/2008 - 07/12/2011
EDWARD JONES (WEST DES MOINES IA)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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