Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Kalmanovitz is a financial advisor who has been in the industry since 2006. Grant has worked at several firms, including Charles Schwab & Co., Inc., LendingClub, LPL Financial, EquityBee Inc., EquityBee Securities LLC, and Cetera Investment Advisers LLC. Grant is currently registered with Cetera Investment Advisers LLC in California. Grant is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, Series 24, Series 63, and Series 66 licenses. Grant specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
CA
09/09/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
04/01/2022 - 02/16/2023
EQUITYBEE SECURITIES, LLC (PALO ALTO CA)
CA
08/27/2021 - 03/31/2022
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (Palo Alto CA)
CA
10/24/2018 - 08/26/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
12/06/2006 - 06/19/2017
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BOTH
Issued 03/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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