Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Granville? Claim Your ProfileGranville Calvin Washington is a financial advisor with over 8 years of experience in the financial services industry. Washington is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Previously, Granville Calvin Washington worked at PNC Investments, TIAA-CREF Individual & Institutional Services, LLC, LPL Financial LLC, and The Vanguard Group, Inc. Granville Calvin Washington has a Series 7, Series 63, and Series 66 licenses and is registered in 24 states. Washington specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals 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.
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.
Investment consulting services to institutional clients
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
NC
10/25/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
06/12/2019 - 12/02/2022
PNC INVESTMENTS (CHARLOTTE NC)
NC
09/28/2017 - 11/01/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
11/25/2015 - 09/21/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
09/18/2015 - 11/09/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
12/18/2014 - 01/23/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
05/13/2014 - 12/17/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative 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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