Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Rodriguez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Grant has been in the industry since 2023 and is registered with the state of New Jersey. Grant's primary office is located in Florham Park, New Jersey. Grant's previous experience includes working at UBS FINANCIAL SERVICES INC. Prior to that, Grant worked at ALDO GROUP, JP Morgan Chase & Co., Elmwood Park Memorial High School, Felician University, 'PSEB (PacSun Eddie Bauer), Royal Manor, Chase and BANK OF AMERICA, N.A.. Grant has a Series 66, Series 7TO and SIE licenses. Grant's specialties include providing financial advice and services for high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
04/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NJ
06/14/2023 - 02/23/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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