Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mallory? Claim Your ProfileMallory Lee ann Kuzee is a financial advisor registered with Osaic Wealth, Inc. Mallory holds Series 6, 7, and 63 licenses as well as the SIE. Mallory has been in the industry since 2008 and has experience with several firms including Securities America, Inc., VOYA Financial Advisors, Inc., ING Financial Advisors, LLC and Sunset Financial Services, Inc. Mallory's specialties include financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Mallory is registered in Colorado and Michigan.
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.
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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MI
09/25/2019 - 06/14/2024
SECURITIES AMERICA, INC. (GRAND RAPIDS MI)
MI
01/03/2011 - 08/30/2019
VOYA FINANCIAL ADVISORS, INC. (GRAND RAPIDS MI)
MI
02/15/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (GRAND RAPIDS MI)
MO
08/06/2007 - 10/03/2007
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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