Unclaimed
John Evan Griz has been in the financial services industry since 1993. John is a Registered Representative and Investment Advisor Representative at Centaurus Financial, Inc. where he has been employed since 2017. Prior to joining Centaurus Financial, Inc., John worked for Cambridge Investment Research, Inc., Waddell & Reed, Inc., Investors Capital Corp., The Concord Equity Group, LLC, Salomon Smith Barney Inc., The Robinson-Humphrey Company, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chatfield Dean & Co., Inc. John holds the Series 7, 9, 24, 63 and 65 securities licenses. John specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. John's background includes extensive experience in the financial services industry, which allows John to provide clients with a comprehensive range of services.
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
SC
01/01/2025 - Present
Centaurus Financial, Inc. (SIMPSONVILLE SC)
SC
03/01/2013 - 08/04/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Simpsonville SC)
SC
10/13/2011 - 02/22/2013
WADDELL & REED, INC. (COLUMBIA SC)
SC
04/23/2002 - 09/06/2011
INVESTORS CAPITAL CORP. (GREENVILLE SC)
NJ
10/02/2001 - 05/29/2002
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
03/14/2001 - 10/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
02/16/1999 - 03/29/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
08/22/1994 - 02/19/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/12/1999 - 02/17/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/06/1993 - 09/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
10/05/1992 - 11/04/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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