Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Raskin is a financial advisor with Cetera Investment Advisers LLC. Grant has been in the financial services industry since 2010. Grant is a registered representative and investment advisor representative in Pennsylvania and Texas. Grant's experience includes working with individuals, families, and businesses. He specializes in providing financial planning, portfolio management, and investment advisory services. Grant is also an owner of Bucks County Wealth Management, a firm that provides financial services in Chalfont, PA.
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.
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.
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2
PA
12/01/2023 - Present
Cetera Investment Advisers LLC (Chalfont PA)
PA
05/23/2013 - 10/20/2023
LPL FINANCIAL LLC (CHALFONT PA)
PA
10/12/2011 - 04/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ELKIN PARK PA)
NJ
12/21/2010 - 08/23/2011
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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