Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Grant is a financial advisor with Equity Services, Inc. Jennifer has been in the financial services industry since January 12, 2014. Jennifer is registered with the state of Wisconsin and Michigan. Jennifer also holds Series 7, Series 66 and SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
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
WI
08/24/2020 - Present
Equity Services, Inc. (PESHTIGO WI)
NJ
02/10/2020 - 07/28/2020
APW CAPITAL, INC. (ROCKAWAY NJ)
WI
12/09/2013 - 01/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREEN BAY WI)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Grant is the right advisor for you? Invested Better is here to help.
