Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Granzier is an Investment Advisor Representative associated with Oneseven. Joseph is based in Beachwood, Ohio and has over 25 years of experience in the financial industry. Joseph is a Series 6, 7, and 66 licensed investment advisor. Joseph has previously been employed by AXA Advisors, LLC, Royal Alliance Associates, Inc., McDonald Partners LLC, CBIZ Financial Solutions, Inc., Mid Atlantic Capital Corporation, and McDonald Investments Inc. Joseph has experience working with high-net-worth individuals, corporations, charitable organizations, and other trusts. Joseph also holds a Series 79TO license and is experienced in investment banking.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
12/20/2019 - Present
Oneseven (BEACHWOOD OH)
OH
04/05/2016 - 01/10/2020
AXA ADVISORS, LLC (CLEVELAND OH)
OH
06/27/2013 - 04/14/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WESTLAKE OH)
OH
01/04/2008 - 06/18/2013
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
11/30/2005 - 07/22/2008
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
PA
10/21/2004 - 11/18/2005
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
OH
12/17/1993 - 09/01/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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