Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. Grant has been in the financial services industry since December 12, 2008. Grant is registered with the state of Arizona and Colorado. The advisor's office is located in Scottsdale, Arizona.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
11/05/2021 - Present
Raymond James Financial Services Advisors, Inc. (Scottsdale AZ)
AZ
08/19/2014 - 05/07/2021
BBVA SECURITIES INC. (PHOENIX AZ)
AZ
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
11/01/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
IA
Issued 06/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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