Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Erik Grano is a financial advisor based in San Rafael, CA. Seth has been in the industry since 2000 and is currently registered with Global Retirement Partners LLC. Seth has experience in providing investment advice to individuals, businesses, and retirement plans. He is also a Certified Financial Planner. Prior to joining Global Retirement Partners LLC, Seth has also worked with HUB INTERNATIONAL INVESTMENT SERVICES INC. and Cambridge Investment Research, Inc.
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.
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2
CA
07/20/2023 - Present
Global Retirement Partners LLC (San Rafael CA)
MO
02/09/2016 - 01/26/2024
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
CA
02/11/2016 - 07/26/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Santa Barbara CA)
CA
11/30/2010 - 01/26/2016
CENTAURUS FINANCIAL, INC. (CANOGA PARK CA)
CO
03/31/2010 - 12/01/2010
AMERICAN BEACON PARTNERS, INC. (GREELEY CO)
VA
01/07/2010 - 04/15/2010
WATERFORD INVESTOR SERVICES, INC. (RICHMOND VA)
NV
08/01/2008 - 12/23/2009
COMMUNITY BANKERS SECURITIES, LLC (HENDERSON NV)
NV
06/21/2006 - 08/04/2008
MULTI-FINANCIAL SECURITIES CORPORATION (HENDERSON NV)
NV
03/30/2006 - 07/10/2006
QA3 FINANCIAL CORP. (HENDERSON NV)
NV
06/19/2002 - 03/30/2006
GREAT NORTHERN FINANCIAL SECURITIES, INC. (HENDERSON NV)
NJ
06/27/2001 - 07/16/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
WA
07/25/2000 - 06/20/2001
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
IA
Issued 06/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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