Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Wesley Armstrong is a financial advisor with Vanguard Advisers, Inc. Grant Armstrong has been working in the financial services industry since 2003. Grant Armstrong is a Certified Financial Planner and holds the Series 63, 66, 7, and SIE licenses. Grant Armstrong has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Grant Armstrong specializes in providing financial planning, selection of other advisors, and portfolio management services. Grant Armstrong is registered with the state of North Carolina and Texas.
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.
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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NC
01/05/2023 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
03/10/2008 - 07/11/2008
LPL FINANCIAL CORPORATION (GREENSBORO NC)
NC
04/16/2007 - 03/10/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WINSTON-SALEM NC)
NC
07/10/2006 - 04/16/2007
WACHOVIA SECURITIES, LLC (GREENSBORO NC)
TN
06/16/2004 - 06/23/2006
FIRST TENNESSEE BROKERAGE, INC. (JOHNSON CITY TN)
MA
12/01/2003 - 06/22/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/01/2003 - 06/22/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/28/2003 - 11/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
MN
03/08/1999 - 04/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/1999 - 04/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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