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 Zauner is an investment advisor representative with Truist Advisory Services, Inc. located in Vienna, Virginia. Grant Robert Zauner has been in the industry since June 8, 2004. Grant Robert Zauner has passed the Series 6, Series 7TO, Series 63 and Series 65 exams. Grant Robert Zauner also has experience with PNC INVESTMENTS and BANC OF AMERICA INVESTMENT SERVICES, INC.. Grant Robert Zauner is currently registered with the state of Virginia and has a valid registration with FINRA. Grant Robert Zauner is also registered with the state of Maryland and District of Columbia.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
11/11/2016 - Present
Truist Advisory Services, Inc. (VIENNA VA)
VA
06/02/2009 - 06/22/2016
PNC INVESTMENTS (FAIRFAX VA)
VA
10/20/2006 - 03/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
MO
12/16/2003 - 08/18/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 11/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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