Grant Stephen Frederick
Financial advisor at Proper Financial, LLC · Wayne, PA
Last updated 2026-10-10
Claim your profileGrant Stephen Frederick is a financial advisor at Proper Financial, LLC in Wayne, PA, CRD 3097265. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2007-03-22.
Registration
- CRD number
- 3097265
- Registration status
- Active
- IAPD registration
- 2007-03-22
- Industry Experience
- 19 years
- Work Experience
- 25 years
- States registered
- PA
Licenses and exams
- Series 66
- Series 63
Work history
- 2012-01 to Present · Enertel Solutions · Devon, PA
- 2001-04 to 2017-07 · The Kimberton Group · Kimberton, PA
- 2016-06 to 2017-09 · Cwa Asset Management Group · Kimberton, PA
- 2017-07 to 2021-03 · Prudential Financial Planning Services · Paoli, PA
- 2017-07 to 2021-03 · Pruco Securities, LLC · Paoli, PA
- 2021-02 to 2023-02 · MML Investors Services, LLC · Exton, PA
- 2023-02 to 2024-04 · Thrive Capital Management, LLC · Exton, PA
- 2024-04 to Present · Proper Financial, LLC · Wayne, PA
Current employment
- Proper Financial, LLC · Wayne, PA
About
Grant Stephen Frederick is a financial advisor at Proper Financial, LLC in Wayne, PA. Reported securities licenses include Series 66 and Series 63. The latest record indicates 19 years of industry experience and 25 years of reported work history. Reported roles include Enertel Solutions, Thrive Capital Management, LLC, MML Investors Services, LLC, Prudential Financial Planning Services, among others.
SEC disclosures list additional business and community activities: (1) Name: Enertel Solutions: (2) insurance sales; investment-related; same address; individual capacity; approximately 10% of time during the month.
Location
744 W Lancaster Avenue, Wayne, PA 19087
Official record
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