Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Grant is a financial professional with over 25 years of experience in the industry. Patrick is currently registered with Dempsey Lord Smith, LLC and has a strong track record of success in providing financial guidance to a diverse clientele, including individuals, families, and small businesses. Patrick is committed to building long-lasting relationships with clients and providing them with personalized financial solutions to help them achieve their financial goals. Patrick holds Series 6 and Series 63 licenses and the SIE exam, which are required for working in the securities industry. Patrick is also registered with the state of Georgia and other states.
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.
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GA
03/23/2021 - Present
Dempsey Lord Smith, LLC (ROME GA)
GA
10/15/2014 - 12/31/2015
KOVACK SECURITIES INC. (KENNESAW GA)
GA
03/15/2005 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (LITHONIA GA)
MA
03/27/2000 - 01/07/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
10/07/1998 - 12/16/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/07/1996 - 02/07/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/07/1996 - 02/07/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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