Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Grucz is a financial advisor with over 30 years of experience in the industry. Richard is registered with Silver Oak Securities, Inc., and has offices in Allen Park, MI, and Jackson, TN. Richard previously worked at SAGEPOINT FINANCIAL, INC., AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., SUNAMERICA SECURITIES, INC., MARINER FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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.
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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MI
01/29/2021 - Present
Silver OAK Securities, Inc. (Allen Park MI)
MI
12/05/2011 - 08/21/2020
SAGEPOINT FINANCIAL, INC. (ALLEN PARK MI)
MI
01/11/2010 - 12/14/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ALLEN PARK MI)
MI
10/31/2005 - 01/13/2010
SAGEPOINT FINANCIAL, INC. (ALLEN PARK MI)
AZ
07/24/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
07/29/1996 - 07/24/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MN
08/28/1986 - 06/20/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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