Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Grant has been in the financial services industry since 2003. Jeremy is currently registered with Cornerstone Wealth, a firm headquartered in Huntersville, North Carolina. Prior to joining Cornerstone Wealth, Jeremy was associated with LPL Financial LLC and Securities America, Inc.. Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional. Jeremy is a registered representative and investment advisor representative with securities licenses Series 7 and 66 and holds the Series 63 and Series 65 licenses. Jeremy's specializations include retirement planning, estate planning, college planning, business succession planning, and wealth preservation.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
1
2
NC
01/03/2018 - Present
Cornerstone Wealth (Huntersville NC)
NC
07/20/2011 - 11/08/2017
LPL FINANCIAL LLC (HUNTERSVILLE NC)
NC
12/17/2004 - 07/20/2011
SECURITIES AMERICA, INC. (CORNELIUS NC)
IN
11/19/2003 - 12/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/19/2003 - 12/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Grant is the right advisor for you? Invested Better is here to help.
