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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Grocki is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Jonathan has been working in the financial industry since 2000 and has a wide range of experience in the field. Jonathan holds several licenses, including Series 6, 7, 24, 63, and 66. Jonathan is also a registered investment advisor in Michigan. Jonathan provides a variety of financial services to individuals, businesses, and retirement plans. Jonathan is dedicated to helping clients achieve their financial goals and objectives. Jonathan is based in Mason, Michigan. Jonathan's current firm has an office in Mason, Grand Lodge, and Holt, Michigan. In addition to Cambridge Investment Research Advisors, Inc, Jonathan has previously worked with Securian Financial Services, Inc., and Centennial Financial Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
09/24/2010 - Present
Cambridge Investment Research Advisors, Inc. (MASON MI)
MN
10/01/2001 - 11/17/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MI
07/07/2000 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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