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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Lagasse is a financial advisor who has been in the industry since 2018. Grant is currently registered with Cetera Investment Advisers LLC and holds Series 66, SIE, and Series 7 licenses. Grant specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. In the past, Grant was employed with Securian Financial Services, Inc. Grant provides services to individuals, corporations, high net worth individuals, charitable organizations, and pension and profit-sharing plans. Grant is registered with the state of Maryland as an Investment Advisor Representative and also holds a Texas Investment Advisor Representative license.
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
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (ROCKVILLE MD)
MD
04/04/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 06/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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