Grant UittiCRD Number: 6187603
Current Firm: Prudential Financial Planning Services
Grant Uitti (CRD# 6187603) is an Investment Advisor Representative working at Prudential Financial Planning Services in Wauwatosa, WI and has over 4 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|The Prudential Insurance Company Of America||Wauwatosa, WI||Apr 2013 - Current||4|
|Pruco Securities LLC||Wauwatosa, WI||Apr 2013 - Current||4|
|Wdjt-tv||Milwaukee, WI||Sep 2000 - Apr 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV