Unclaimed
Brandon James Grocki is a financial advisor with over 8 years of experience in the financial services industry. Brandon is registered with Hornor, Townsend & Kent, LLC and is licensed to provide investment advice in multiple states, including Florida, New Jersey, and Texas. Prior to joining Hornor, Townsend & Kent, LLC, Brandon worked at CETERA INVESTMENT SERVICES LLC, Quasar Distributors, LLC, and AXA Advisors, LLC. Brandon is a Certified Financial Planner and provides financial planning services to individuals, families, and businesses. He is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NJ
11/16/2022 - Present
Hornor, Townsend & Kent, LLC (TINTON FALLS NJ)
NJ
10/24/2016 - 02/15/2018
CETERA INVESTMENT SERVICES LLC (Englishtown NJ)
ME
11/18/2015 - 10/14/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NJ
05/18/2015 - 10/19/2015
AXA ADVISORS, LLC (WALL NJ)
BOTH
Issued 07/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brandon Grocki is the right advisor for you? Invested Better is here to help.