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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Grantham is an investment advisor representative with Morgan Stanley. Mark has been in the industry for over 30 years. Mark is licensed in Michigan, Texas, and 31 other states. Mark has passed the SIE, Series 31, Series 63, Series 66, and Series 7 exams. Mark is licensed in several investment areas including securities and futures. Mark's current firm is Morgan Stanley and has worked at Morgan Stanley and its predecessors since 1992. Mark's previous employers include Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Mark's current firm is Morgan Stanley. Mark has experience in portfolio management for individuals and businesses. Mark is also registered as an Investment Advisor Representative. Mark is licensed to provide asset allocation advice. Mark's specialties include other investment areas, education, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
08/08/2018 - Present
Morgan Stanley (Grand Blanc MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FLINT MI)
MI
07/31/1992 - 04/02/2007
MORGAN STANLEY DW INC. (FLINT MI)
BOTH
Issued 12/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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