Unclaimed
Grant Sander is a financial advisor based in Greenwood Village, CO. Grant has been a registered representative for over 3 years and holds a Series 7TO, Series 63, and Series 24 license. Grant is registered with Equitable Advisors, LLC and has been with them since 2023. Grant's experience includes working at Robinhood Financial, LLC and Open to the Public Investing, Inc. Grant specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
1
2
CO
06/13/2023 - Present
Equitable Advisors, LLC (GREENWOOD VILLAGE CO)
NY
06/13/2022 - 11/08/2022
OPEN TO THE PUBLIC INVESTING, INC. (NEW YORK NY)
CO
10/07/2020 - 06/14/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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