Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Styers is a financial advisor at Charles Schwab & Co., Inc., with over 7 years of experience in the industry. Grant is a licensed advisor in 50 states and has a Series 66, Series 7 and SIE. Grant is also registered with FINRA and is a registered investment advisor in Texas. Prior to joining Charles Schwab, Grant worked for TD Ameritrade. Grant's areas of expertise include financial planning and investment management. Grant holds a Series 66 license and Series 7 license, making him a well-rounded and experienced advisor.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/27/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/22/2017 - 05/11/2024
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 03/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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