Unclaimed
Ryan Genzman is a registered investment advisor representative with GR Financial Group, LLC. Ryan is based in Tucson, Arizona and has been in the industry since 2013. He is licensed in Arizona. Ryan has also worked with Mutual Securities, Inc. in the past. Ryan holds the Series 63, Series 65, SIE, and Series 7 licenses and has experience in financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Technology fee
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AZ
02/10/2015 - Present
GR Financial Group, LLC (TUCSON AZ)
AZ
01/12/2015 - 09/02/2022
MUTUAL SECURITIES, INC. (TUCSON AZ)
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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