Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Sterling Garwood is a financial advisor associated with Raymond James Financial Services Advisors, Inc. Grant has been in the financial services industry since September 2014. Grant is registered with the state of Kansas. Grant's areas of specialization include retirement planning, estate planning, education planning, and investment management. Grant's other business activities include ownership of Green Valley Investments, LLC, and working as an Associate/Employee for S.J. Prill Financial & Investment Planning, Inc. Grant is a member of the investment committee that oversees the management of the Wichita Symphony Society Endowment Fund.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
12/09/2019 - Present
Raymond James Financial Services Advisors, Inc. (WICHITA KS)
KS
09/29/2014 - 12/05/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Wichita KS)
BOTH
Issued 01/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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