Unclaimed
Tony Grant is a financial advisor at J.P. Morgan Securities LLC. Tony has been in the industry for 5 months and is registered with the state of California. Tony is a Series 63, Series 6TO and SIE licensed advisor. Tony focuses on the following specializations: Retirement Planning, Mutual Funds, Annuities, Variable Annuities and Life Insurance. Tony's office is located in Redondo Beach, CA.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
05/26/2023 - Present
J.p. Morgan Securities LLC (REDONDO BEACH CA)
BC
Issued 08/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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