Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Grotenhuis is a financial advisor with Osaic Wealth, Inc. located in HOLLAND, MI. Matthew has been in the financial services industry since 2008 and has experience working with individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Matthew has held previous positions with Securities America, Inc., Securities Service Network, LLC, and QA3 Financial Corp. Matthew holds Series 7, Series 63, Series 66, and Series 6TO licenses and offers a variety of financial services including financial planning, portfolio management, educational seminars, and selection of other advisors.
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
06/14/2024 - Present
Osaic Wealth, Inc. (HOLLAND MI)
MI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HOLLAND MI)
MI
02/11/2011 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (HOLLAND MI)
MI
02/28/2008 - 02/11/2011
QA3 FINANCIAL CORP. (CALEDONIA MI)
BOTH
Issued 03/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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