Unclaimed
Martin Grant is a financial advisor at Alliancebernstein LP. Martin Grant is registered with the state of Florida since 2007. Martin Grant has worked with clients in a variety of areas, including high-net-worth individuals, insurance companies, investment companies, and pension and profit-sharing plans. Martin Grant has been working in the financial services industry since 2007. Martin Grant has expertise in a range of specializations including Portfolio Management for individuals, Portfolio Management for businesses, Portfolio Management for investment companies, Portfolio Management for pooled investment vehicles, and Asset Allocation. Martin Grant holds the Series 31, Series 7, and Series 66 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.
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
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.
1
2
FL
12/02/2015 - Present
Alliancebernstein LP (West Palm Beach FL)
BOTH
Issued 03/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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