Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Thomas Beckley is a financial advisor at Janney Montgomery Scott LLC. Grant has been in the financial services industry since November 1999. Grant has a strong background in securities and investment advising, with experience in various financial institutions, including Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Grant is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and holds Series 7 and Series 63 licenses. Grant is also registered as an Investment Advisor Representative in multiple states, including Ohio and Texas. Grant holds a Series 65 license, which allows him to provide investment advisory services to clients. Grant is also a registered investment advisor in multiple states, including Ohio, Texas, and Louisiana. Grant has been recognized as a top advisor in the industry and has been featured in multiple publications. Grant is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals. He is a member of multiple professional organizations and is actively involved in his community.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
10/31/2024 - Present
Janney Montgomery Scott LLC (Cambridge OH)
OH
01/01/2008 - 05/31/2011
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
11/23/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
IA
Issued 10/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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