Gradient Securities LLC

Gradient Securities LLC

Financial Services Arden Hills, Minnesota, United States 30 employees
Employees
30
Contacts
4
Emails
4

Gradient Securities LLC Overview

Headquarters
Arden Hills, Minnesota, United States
Industry
Financial Services
Employees
30
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Gradient Securities LLC

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

Gradient Securities LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

Gradient Securities LLC Org Chart

Sample employees and titles
Name Title Contact
Michael Wiswell Registered Representative at Gradient Securities, Llc
Email
Chelly Joseph, Crpc® Chief Executive Officer, Financial Advisor at Pace Wealth Management
Email
Rob Nelson President at Gradient Securities Llc
Email
Preston Parsons Registered Representative at Gradient Securities Llc
Email

Employees by Management Level

Individual contributor 11 profiles
Executive 2 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Finance 3 3 0
Legal 2 2 0

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