Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Chambliss is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Grant has been in the financial industry since January 2020. Grant is registered with the Securities and Exchange Commission (SEC) and holds licenses in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia. Grant has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2019. Grant holds the following licenses: Series 7, Series 66, and the SIE. Grant specializes in helping high-net-worth individuals, corporations, and other businesses with their investment needs. Grant's specializations include portfolio management, financial planning, pension consulting, educational seminars, selection of other advisers, and publication of periodicals. Grant is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and offers investment advisory services through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
11/09/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTGOMERY AL)
BOTH
Issued 10/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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