Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gritzer is a registered investment advisor with USI Securities, Inc. based in Glastonbury, Connecticut. Joseph has been in the financial services industry since 1992 and has a strong track record of success in helping clients achieve their financial goals. He holds the Series 7, 63, 24, 99TO, and SIE licenses. Joseph is committed to providing personalized financial advice and guidance to his clients, working with them to develop investment strategies that are tailored to their individual needs. In addition to his experience with USI Securities, Inc., Joseph has held positions with W. S. Griffith & Co., Inc., Tower Square Securities, Inc., Harvest Capital LLC, Securities America, Inc., H.D. Vest Investment Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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Bundled consulting and advisory fees
1
2
CT
03/04/2003 - Present
USI Securities, Inc. (GLASTONBURY CT)
CT
03/10/1998 - 04/12/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CA
02/09/1996 - 06/04/1997
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CT
02/23/1995 - 01/29/1996
HARVEST CAPITAL LLC (WETHERSFIELD CT)
NE
02/18/1993 - 01/31/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
09/02/1992 - 02/16/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MN
08/06/1991 - 08/28/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/06/1991 - 08/28/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1993
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 08/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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