Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Grant is a financial advisor currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc., where John has been employed since June 2022. John has been in the securities industry for 1 year and 10 months and has been with their current firm since June 2022. Before that, John worked for The Vanguard Group, Inc. in Charlotte, NC. John is a registered representative in 37 states and is also an investment advisor representative. John Charles Grant is active in both the broker-dealer and investment advisor industries and has Series 63, 66, 7TO 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
09/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NC
08/31/2021 - 06/06/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 08/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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