Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grant is a financial advisor with Edward Jones. Michael has over 24 years of experience in the financial industry. Michael has been with Edward Jones since 1999, previously working for Wells Fargo Advisors Financial Network, LLC. Michael is licensed to provide financial advice in Texas, holds multiple securities licenses including Series 7, 63, 65 and 24. Michael specializes in financial planning, retirement planning and portfolio management for businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/16/2024 - Present
Edward Jones (GARLAND TX)
TX
05/10/2024 - 07/26/2024
LPL FINANCIAL LLC (WYLIE TX)
TX
06/03/2005 - 05/08/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GARLAND TX)
MO
10/26/1999 - 06/08/2005
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/25/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
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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