Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Coy Grant is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Abilene, Texas. Sidney has over 28 years of experience in the financial services industry. Sidney has a strong background in securities and investments, having worked with several firms including Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Sidney holds the Series 3, 7, 9, 10 and 63 licenses. Sidney is also a registered Investment Advisor in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
04/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Abilene TX)
TX
01/01/2008 - 05/05/2020
WELLS FARGO CLEARING SERVICES, LLC (ABILENE TX)
TX
01/26/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ABILENE TX)
TX
05/08/1999 - 01/24/2000
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)
AZ
08/30/1997 - 05/05/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/13/1995 - 09/05/1997
DOMINION CAPITAL CORPORATION (DALLAS TX)
GA
06/21/1994 - 12/19/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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