Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Grotjahn is a financial advisor at American Investors Co. with over 30 years of experience in the financial services industry. Anthony has a strong track record of providing financial advice to individuals, families, and businesses. Anthony is committed to helping clients achieve their financial goals. Anthony is registered with the state of California, Arizona, Hawaii, Minnesota, Nevada, North Carolina, Oregon, Texas, and Washington. Anthony also holds the Series 6, Series 63, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/11/2022 - Present
American Investors Co. (NOVATO CA)
CA
01/13/2020 - 01/03/2022
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
CA
08/16/2018 - 12/16/2019
LPL FINANCIAL LLC (NOVATO CA)
CA
11/14/2013 - 08/15/2018
INVESTMENT ARCHITECTS, INC. (Novato CA)
CA
12/15/2008 - 12/31/2011
AMERICAN INVESTORS COMPANY (SANTA ROSA CA)
CA
03/06/2002 - 11/24/2008
FIRST MONTAUK SECURITIES CORP. (SANTA ROSA CA)
CA
12/04/1996 - 03/05/2002
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
AZ
01/11/1995 - 10/17/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
03/27/1985 - 04/22/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/27/1985 - 04/22/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 12/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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