Unclaimed
James Michael Grant has over 20 years of experience in the financial services industry. James is currently registered with Allstate Financial Services, LLC. James is also registered in Arizona, California, North Carolina, and Washington. Previously, James was registered with MetLife Securities Inc. and Metropolitan Life Insurance Company. James has a Series 6 and a Series 63 license as well as the Securities Industry Essentials (SIE) exam.
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.
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.
1
2
CA
03/11/2005 - Present
Allstate Financial Services, LLC (Morgan Hill CA)
MA
09/11/2000 - 02/11/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/11/2000 - 02/11/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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