Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Robertson is a financial advisor with Lincoln International LLC. Grant has a strong background in the financial services industry with experience in both investment banking and securities. Grant is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, SIE, and Series 79 securities licenses.
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.
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.
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CA
02/23/2021 - Present
Lincoln International LLC (LOS ANGELES CA)
WI
08/09/2018 - 12/31/2019
GM SECURITIES, LLC (MILWAUKEE WI)
BC
Issued 09/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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