Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jerome Grant is a financial advisor in Panama City, FL. Michael is a Registered Representative and Investment Advisor Representative. He is affiliated with both 22 Seven Wealth Management Inc. and IP Financial Advisory Services LLC. Michael has been in the industry since 2006 and has worked for several firms including CUNA Brokerage Services, Inc., ONEAMERICA SECURITIES, INC., and Northwestern Mutual Investment Services, LLC. Michael has a range of experience in financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Michael also provides investment-related insurance products. He is a Chartered Financial Consultant.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/04/2018 - Present
22 Seven Wealth Management Inc. (PANAMA CITY FL)
FL
04/17/2018 - 09/25/2020
SAXONY SECURITIES, INC. (Panama City FL)
FL
01/13/2009 - 11/27/2017
CUNA BROKERAGE SERVICES, INC. (PANAMA CITY FL)
FL
01/16/2008 - 11/10/2008
ONEAMERICA SECURITIES, INC. (TAMPA FL)
FL
06/20/2005 - 01/15/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)
IA
Issued 03/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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