Unclaimed
Kenneth Grzegorczyk is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Bay City, Michigan. Prior to joining Osaic Wealth, Inc., Kenneth was registered with SIGMA FINANCIAL CORPORATION for 16 years. Kenneth holds a Series 6, Series 63, and Series 65 license. He also has a SIE license. Kenneth is a Registered Representative of Osaic Wealth, Inc. and offers services including financial planning, pension consulting, educational seminars, and selection of other advisors. Kenneth is a dedicated professional committed to providing clients with personalized financial advice.
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
MI
12/15/2023 - Present
Osaic Wealth, Inc. (BAY CITY MI)
MI
10/17/2007 - 12/15/2023
SIGMA FINANCIAL CORPORATION (BAY CITY MI)
NA
12/06/1991 - 11/28/1994
NORTH AMERICAN FINANCIAL GROUP, INC.
IA
Issued 11/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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