Gradient Securities is an independently-owned, Series 6 broker/dealer that offers mutual funds, variable annuities, variable life insurance, personal and business banking solutions, and 529 plans. Our reps also enjoy no haircut on fixed insurance product sales, a progressive payout schedule, and common-sense compliance practices. Plus, we’re outside business activity friendly.
Our proprietary Portfolio Analysis Review (PAR) process provides a detailed breakdown and thorough, written analysis of an investor's portfolio. The PAR process combines powerful third-party statistics with a simple, easy-to-read report to truly understand the possible risks and rewards of an investor's current investment portfolio.