Pierre Grant
Professional Summary
Pierre Grant is a registered financial advisor currently at STATETRUST INVESTMENTS INC. located in Boca Raton, Florida. Pierre is registered as a RR (Registered Representative) and started their career in finance in 1983. Pierre has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 9, Series 10, Series 8, Series 24 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
43 years in the financial services industry
Current & Past Employments
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Current Firm
STATETRUST INVESTMENTS INC.
Contact Information
Main Address
1750 Clint Moore Road, Boca Raton, FL 33487Mailing Address
1750 Clint Moore Road, Boca Raton, FL 33487Phone Number
(305) 921-8100Established
Delaware since 04/14/2000Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/21/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Oct 1995SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Pierre Grant's CRS (Customer Relationship Summary).
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