Unclaimed
Nicholas Grinzinger is a financial advisor with over 15 years of experience in the industry. Nicholas is currently registered with Raymond James & Associates, Inc. and has been with the firm since June 2020. Nicholas previously worked for Edward Jones for over 10 years, beginning in January 2008 and leaving in June 2020. Nicholas is licensed in several states and holds various licenses including Series 66, Series 7, and SIE. Nicholas specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Nicholas is also the partner of G3 Asset Management LLC.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
06/12/2020 - Present
Raymond James & Associates, Inc. (Muskegon MI)
MI
01/01/2008 - 06/16/2020
EDWARD JONES (ALLENDALE MI)
BOTH
Issued 02/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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