Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Grant is a financial advisor with over 20 years of experience in the financial services industry. Thomas currently works at Grove Point Advisors, LLC. Thomas is a Certified Financial Planner and holds licenses in several states, including New Jersey, California, Florida, Texas, Pennsylvania, Delaware, and New York. Thomas has previously worked at WRP INVESTMENTS, INC. and MAIN STREET MANAGEMENT COMPANY. Thomas specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, businesses, and charitable organizations.
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.
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
NJ
04/01/2021 - Present
Grove Point Advisors, LLC (Succasunna NJ)
NJ
05/04/2004 - 03/08/2013
WRP INVESTMENTS, INC. (LIBERTY CORNERS NJ)
MA
02/13/2002 - 05/04/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BOTH
Issued 03/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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