Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Taylor Grant has been in the financial services industry since October 12, 1976. Steven is currently registered with Grant Williams LP and has held previous positions with United Planners' Financial Services of America A Limited Partner, Commonwealth Securities and Investments, Inc., WCMI, INC., Hess, Grant & Company, Inc., Axelrod Associates, Inc., and Revere Management Co., INC.. Steven is licensed in several states including Connecticut, District of Columbia, Florida, Massachusetts, New Jersey, Pennsylvania, Texas, and Virginia. Steven has a broad range of experience in the industry, having passed exams for Series 3, 4, 7, 14, 24, 27, 40, 52TO, 53, 63, 79TO, 99TO and SIE.
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.
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.
1
2
PA
02/19/1999 - Present
Grant Williams LP (PHILADELPHIA PA)
AZ
08/27/1996 - 03/01/1999
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
PA
06/06/1990 - 07/10/1996
COMMONWEALTH SECURITIES AND INVESTMENTS, INC. (PITTSBURGH PA)
NA
07/31/1989 - 07/11/1990
WCMI, INC.
NA
08/27/1976 - 08/12/1989
HESS, GRANT & COMPANY, INC.
NA
09/23/1987 - 07/07/1988
AXELROD ASSOCIATES, INC.
NA
03/04/1986 - 09/25/1986
AXELROD ASSOCIATES, INC.
NA
09/27/1976 - 05/08/1979
REVERE MANAGEMENT CO., INC.
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/22/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/02/1988
Series 4 - Registered Options Principal Examination
BC
Issued 06/24/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/27/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/08/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1981
PC - AMEX Put and Call Exam
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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