Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Grant is a financial advisor with over 35 years of experience in the industry. He has been registered with Hornor, Townsend & Kent, LLC since June 2023 and previously worked with MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Stephen holds Series 6, Series 63 and SIE licenses. He is specialized in providing financial planning, pension consulting and portfolio management services for individuals and businesses. Stephen and the firm specialize in working with high-net-worth individuals, charitable organizations and corporations.
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.
Trail commissions, distribution assistance fees
1
2
SC
06/22/2023 - Present
Hornor, Townsend & Kent, LLC (Greenville SC)
SC
03/19/2019 - 04/04/2023
MML INVESTORS SERVICES, LLC (GREENVILLE SC)
SC
12/17/1986 - 01/07/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)
WI
10/16/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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