Sandra L. Grant
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sandra Lynn Grant was a registered financial professional .
Sandra is a previously registered financial professional and started their career in finance in 1992. Sandra had worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 15, 2016 - September 22, 2020
FIRST OHIO PLANNING, LLC
February 25, 2014 - June 5, 2014
MORGAN STANLEY
January 30, 2014 - June 5, 2014
MORGAN STANLEY
August 3, 1998 - March 22, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
August 3, 1998 - March 22, 1999
OSAIC FA, INC.
December 24, 1992 - January 1, 1996
INVESCO DISTRIBUTORS, INC.
State Registrations and Notice Filings
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Exams
Current Firm
FIRST OHIO PLANNING, LLC
CRD#: 144498 / SEC#: 801-77963
Contact information
Red Flags
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