Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Templin is a financial advisor registered with Morgan Stanley in New York. Grant has been a registered representative for 13 years, previously working at UBS Financial Services Inc. and Morgan Stanley Smith Barney. Grant is registered in 29 states and holds licenses for both Series 66 and Series 7. He has a wide range of experience in financial planning, portfolio management, and asset allocation. Grant has a strong focus on providing personalized financial advice to a diverse range of clients, including high-net-worth individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/23/2020 - Present
Morgan Stanley (New York NY)
NY
02/18/2011 - 03/27/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
08/05/2010 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
BOTH
Issued 09/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Grant Templin is the right advisor for you? Invested Better is here to help.
