Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy J. Grzesiak is an investment advisor representative at Harbour Investments, Inc.. Timothy is a financial professional with over 30 years of experience in the industry. Timothy is registered to provide investment advice in Arkansas, Florida, Idaho, Minnesota, Missouri, Ohio, South Carolina, and Wisconsin. Timothy also holds the Series 6, 7, 63, and 65 securities licenses.
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.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/02/2018 - Present
Harbour Investments, Inc. (Mosinee WI)
WI
02/21/2003 - 01/03/2018
PARK AVENUE SECURITIES LLC (MOSINEE WI)
WI
10/02/1997 - 02/18/2003
HARBOUR INVESTMENTS, INC. (MADISON WI)
MN
01/26/1994 - 10/27/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
02/08/1995 - 04/21/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
NY
06/20/1989 - 01/25/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/11/1986 - 07/13/1989
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
05/10/1982 - 03/10/1986
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 08/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Grzesiak is the right advisor for you? Invested Better is here to help.
