Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Michael Grusell is a registered investment advisor representative with Mutual Advisors, LLC in Caledonia, MI. Zachary has been in the industry since 2016 and holds licenses Series 6, 7, 63, and 66. Zachary's previous firm was NYLIFE SECURITIES LLC in Grand Rapids, MI. Zachary is experienced in working with individuals, corporations, and pension and profit sharing plans. Zachary also has experience with hourly consulting and selection of other advisors.
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.
Hourly consulting
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
01/17/2024 - Present
Mutual Advisors, LLC (Caledonia MI)
MI
10/29/2016 - 03/23/2023
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 07/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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