Unclaimed
Michael Granja is a financial advisor registered with U.S. Bancorp Investments, Inc. and has 31 years of experience in the securities industry. Michael's registrations include Series 63, Series 66 and Series 7 licenses. Michael's past employment includes roles at CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Citicorp Investment Services and Essex National Securities, Inc. Michael Granja has earned the designation of Series 66 and Series 7.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
11/20/2017 - Present
U.s. Bancorp Investments, Inc. (IRVINE CA)
CA
01/22/2007 - 11/27/2017
CUNA BROKERAGE SERVICES, INC. (SANTA ANA CA)
CA
09/01/2004 - 01/24/2007
CUSO FINANCIAL SERVICES, L.P. (SANTA ANA CA)
NY
02/05/2003 - 08/26/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
05/23/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
07/24/1997 - 05/28/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
08/27/1992 - 07/23/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MD
01/27/1992 - 08/26/1992
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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