Nicolas S Grant

Current Employers

Employment History

• 07/2018 → Present
  Kestra Advisory Services, Llc
  Glenside, PA
• 12/2007 → Present
  Kestra Investment Services, Llc
  Glenside, PA

Other Businesses

Business Name: Premier Financial Group, Inc Investment Related: Yes Address: 119 S. Easton Rd Glenside PA 19038 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Employee Start Date: 3/1/2002 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: Insurance and investment planningBusiness Name: AVMA/GHLIT Investment Related: No Address: PO Box 30475 Tampa FL 33630 Nature of Business: Insurance Position, Title or Relationship: sales representative Start Date: 6/22/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: to sell group insurance products to veterinariansBusiness Name: Nicolas Grant - Youth Leader Investment Related: No Address: 610 E Mt Pleasant Avenue Philadelphia PA 19119 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Youth Leader. Start Date: 10/8/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As a youth leader, I am responsible for inventing interesting programs for the youth of the church.Business Name: Germantown Christian Assembly Investment Related: No Address: 610 E Mt Pleasant Avenue Philadelphia PA 19119 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Deacon of Germantown Christian Assembly. Start Date: 10/8/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: As a deacon of GCA, I assist the pastor in their pastoral and administrative duties.Business Name: Kestra Advisory Services, LLC - Nicolas S. Grant Investment Related: Yes Address: 5707 Southwest Parkway, Bldg 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor under Kestra Advisory Services, LLC Financial Planner under Kestra Advisory Services, LLC Start Date: 3/19/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Creating financial plans for new and existing clients and charging a fee for managed accounts, and providing advice on managed annuity business

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-27
• S63 Uniform Securities Agent State Law Examination
  2009-07-27

Other Names

• Nicholas S Grant