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
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Verified contacts
20
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
3
tools in use
Monthly traffic
266
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- MG
Mark Grams
Field Supervising Principal · Other
EmailPhone - TW
Travis Walker
Vice President of Marketing · Advertising & Marketing
EmailPhone - BD
Bryon Deiss
Financial Advisor · Finance & Accounting
EmailPhone - MM
Matthew Max Hall
Register Representative · Customer/Client Service
EmailPhone - PG
Patrice Garcia
Compliance Officer · Finance & Accounting
EmailPhone - PV
Paul Vessel
Compliance Officer · Finance & Accounting
EmailPhone - PP
Preston Parsons
Registered Representative · Sales & Business Development
EmailPhone - SP
Sean Perez
Financial Advisor at Gradient Securities · Finance & Accounting
EmailPhone
Showing 8 of 20 verified contacts
Top roles at Gradient Securities Llc
16 distinct titles indexed · top 10 shown.
- 2compliance officer
- 2operations associate
- 2registered representative
- 1client account manager
- 1compliance
- 1field supervising principal
- 1financial advisor
- 1financial advisor at gradient securities
- 1financial professional
- 1investment advisor representative registered representative
- +6more titles
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