Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Silverman is an Investment Advisor Representative who has been in the industry since January 11, 2017. Grant is currently registered with Cetera Investment Advisers LLC and has offices in San Francisco, California. Before joining Cetera Investment Advisers LLC, Grant was affiliated with Northwestern Mutual Investment Services, LLC in San Francisco, California. Grant holds the Series 6, 7, 63, and 66 licenses. Grant Silverman is also a Certified Financial Planner. Grant Silverman's professional experience includes previous roles at Solar Giants, California Mid State Fair, California Polytechnic State University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Cetera Advisor Networks LLC.
SAN FRANCISCO, CA
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN FRANCISCO CA)
CA
01/12/2017 - 02/06/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
BOTH
Issued 1/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 1/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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