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Grant Wasserman

Bellmark Partners, LLC

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About Grant Wasserman

Grant Wasserman is a registered representative with Bellmark Partners, LLC. Grant holds the Series 63, Series 79TO, and SIE licenses. Grant is registered to sell securities in Ohio. Grant joined Bellmark Partners, LLC on February 24, 2023.

Firm Information

Grant Wasserman is currently registered with Bellmark Partners, LLC. Bellmark Partners, LLC is a Limited Liability Company formed in Massachusetts on March 17, 2009. The firm is registered in Massachusetts and Ohio and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Grant Wasserman’s Registration & Firm History

OH

02/24/2023 - Present

Bellmark Partners, LLC (Beachwood OH)

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Licenses & Designations

BC

Issued 03/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Wasserman.
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