Unclaimed
Grant Wardlaw Rembert is a registered representative of Stifel, Nicolaus & Company, Inc. in North Carolina and Texas. Grant Rembert has been in the securities industry for over 9 years. Grant Rembert is also registered as an investment advisor representative in North Carolina and Texas. Before joining Stifel, Nicolaus & Company, Inc., Grant Rembert was employed by Wells Fargo Clearing Services, LLC. Grant Rembert has a Series 7, Series 66, and SIE license. Grant Rembert specializes in financial planning, portfolio management, and retirement planning.
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.
1
2
NC
09/21/2018 - Present
Stifel, Nicolaus & Company, Inc. (HICKORY NC)
NC
12/11/2014 - 09/26/2018
WELLS FARGO CLEARING SERVICES, LLC (HICKORY NC)
BOTH
Issued 01/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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