Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Robert Johnson is a financial advisor registered with Stifel, Nicolaus & Company, Inc. in the state of California. Grant is also a registered investment advisor in California and Texas. Grant has been in the securities industry since November 5, 2023. Grant holds the Series 7TO, SIE, and Series 66 securities licenses. Grant is a licensed financial professional with extensive experience in portfolio management, financial planning, and investment advisory services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/20/2024 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
BOTH
Issued 02/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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