MG
Mark Grams
Field Supervising Principal at Gradient Securities
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Work Experience
Field Supervising Principal
Oct 2021 - Present · 3 years and 3 months
Senior Operations Analyst
Mar 2019 - Oct 2021 · 2 years and 7 months
Questar Capital
Suitability Analyst
Nov 2017 - Mar 2019 · 1 years and 4 months
Company Details
11-50 Employees
Our Story At Gradient Securities, LLC, we understand you have to provide the best available financial solutions to your clients, and you need a partner that will help you reach for new heights and explore new possibilities in the securities world. It is invaluable to have a partner who is willing to invest in your growth by using both sales tools and vital resources that support your prospecting and planning processes. Gradient Securities is an independent broker-dealer and SEC registered investment advisor that offers an innovative approach to the sale of securities products and advisory services. The spirit of our approach is to inspire you to build your business with a vision for the future. We are outside business activity friendly and understand you may not be selling only securities products. You have access to equities, debt securities, mutual funds, variable annuities, variable life insurance, non-traded and publicly-traded real estate investment trusts (REITs), managed accounts, personal and business banking solutions, and 529 plans. Our clearing firm partner, RBC Correspondent Services, is one of the leading clearing firms for independent broker-dealers and one of North America’s leading diversified financial services companies. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Check the background of this firm on FINRA's BrokerCheck: https://brokercheck.finra.org/firm/summary/127701
Year Founded
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Social Media
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Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance, Other Financial Investment Activities, Banks & Financial Services
HQ Location
4105 Lexington Ave Arden Hills, MN 55126, US
Keywords
life insuranceinvestment advisorywealth managementinvestment advisory servicesbrokerage and investmentgradient wealth managementannuity brokerageseasoned investmentgradient annuity brokeragegradient life brokerage
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Contact Details
  • Email AddressM**@gradientfinancialgroup.com
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  • Phone Number(xxx)xxx-xxxx
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