Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Walter Ostapeck is a financial advisor at Ameriprise Financial Services, LLC. Grant Walter Ostapeck has over 39 years of experience in the financial services industry. Grant Walter Ostapeck is registered to provide investment advice in California and Texas. Grant Walter Ostapeck has worked for a number of firms including Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., PaineWebber Incorporated, and Smith Barney Shearson Inc.
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.
Asset allocation services
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
01/18/2019 - Present
Ameriprise Financial Services, LLC (Temecula CA)
CA
12/15/2008 - 01/25/2019
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
CA
04/02/2007 - 12/16/2008
MORGAN STANLEY & CO. INCORPORATED (TEMECULA CA)
CA
01/31/2000 - 04/02/2007
MORGAN STANLEY DW INC. (TEMECULA CA)
NJ
02/22/1994 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/12/1985 - 02/15/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
12/08/1983 - 04/10/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 01/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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