Unclaimed
Greg Alan Grotewold is an investment advisor representative registered with Cetera Investment Advisers LLC. Greg has been in the financial industry since November 12, 2000. Prior to joining Cetera Investment Advisers LLC, Greg was with Securian Financial Services, Inc. and CRI Securities, LLC. Greg specializes in working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Greg holds a Series 6, Series 7, Series 24, Series 52TO, Series 53, and SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (SAINT PAUL MN)
MN
11/13/2000 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
04/17/2001 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MD
08/27/2012 - 10/13/2017
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 4/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 3/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 8/14/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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