Daniel Grant
About Daniel Grant
Daniel Grant is a Senior Specialist in Retail Trading at TD Ameritrade with extensive experience in the financial sector, including roles at Merrill Lynch, JPMorgan Chase, and Gelber Group LLC.
Company
Daniel Grant is currently associated with TD Ameritrade, where he serves as a Senior Specialist in Retail Trading within the Private Client Services sector. Based in Chicago, Illinois, Grant has been with the company in this role since 2022.
Title
Daniel Grant holds the position of Senior Specialist, Retail Trading - Private Client Services, at TD Ameritrade. In this role, he specializes in managing and facilitating trading services for private clients.
Previous Roles at TD Ameritrade
Before becoming a Senior Specialist in Retail Trading, Grant worked as a Senior Specialist on the Trade Desk at TD Ameritrade from 2019 to 2022 in Chicago, Illinois.
Role at Merrill Lynch
At Merrill Lynch, Daniel Grant served as a Financial Advisor from 2018 to 2019. Located in Northbrook, Illinois, he provided financial guidance and investment strategies to clients.
Position at JPMorgan Chase Bank
Grant worked as a Relationship Banker at JPMorgan Chase Bank, N.A. from 2016 to 2018. His responsibilities included managing client relationships and providing banking services in the Greater Chicago Area.
Experience as Floor Broker
Daniel Grant accumulated extensive experience as a Floor Broker. He worked at DAWTRADING from 2012 to 2016 and at RCG for 5 months in 2012. Additionally, he had a long tenure at Gelber Group LLC, where he served from 1987 to 2012. His early career included a stint at Shatkin as Manager Wire Room from 1985 to 1987.
Education and Expertise
Daniel Grant studied at Millikin University in 1970. He holds multiple financial licenses, including Series 3, 6, 7, 63, 66, and Sie. Grant has expertise in electronic trading and derivatives, making him well-versed in various aspects of financial services.