Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Genzman is a financial advisor with over 30 years of experience in the industry. He is currently registered with GR Financial Group, LLC as a Registered Representative and Investment Advisor Representative. Previously, Scott worked for other reputable firms such as BROOKSTREET SECURITIES CORPORATION, UBS FINANCIAL SERVICES INC., and PRUCO SECURITIES CORPORATION. Scott holds a variety of licenses and certifications, including Series 6, 7, 24, 26, 63, 65, and 66. Scott offers a range of financial services, including financial planning, portfolio management for individuals, and other advisory services. Scott is committed to helping clients achieve their financial goals.
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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2
AZ
04/23/2015 - Present
GR Financial Group, LLC (TUCSON AZ)
AZ
10/26/2005 - 06/26/2007
BROOKSTREET SECURITIES CORPORATION (TUCSON AZ)
NJ
05/12/2000 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
01/15/1993 - 05/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 03/02/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/18/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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