JG
JG

Joseph Granzier

28 Years of Experience
Beachwood, OH
Broker

Joseph Granzier is a registered investment advisor, based in Beachwood, OH, with 28 years of industry experience.

Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is a board member at Malachi House, a non-profit providing hospice services and other assistance, dedicating a few hours per week. He is also the Chief Development Officer at River Saas Capital, spending about 10-20% of his time on this role, and an Investment Advisor Representative at MGO One Seven, working nearly full-time. Joseph also provides financial assistance to families enduring pediatric cancer through Shane Rock.

Employment History
Current Registrations
Fortune Financial Services, INC.
December 2021 - Present · 4 yrs 5 mos
Fortune Financial Services, INC.Broker
December 2021 - Present · 4 yrs 5 mos
Oneseven
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
AXA Advisors, LLC
April 2016 - January 2020 · 3 yrs 9 mos
AXA Advisors, LLCBroker
April 2016 - January 2020 · 3 yrs 9 mos
Rehmann Financial
July 2013 - April 2016 · 2 yrs 9 mos
Royal Alliance Associates, INC.Broker
June 2013 - April 2016 · 2 yrs 10 mos
Mcdonald Partners LLCBroker
January 2008 - June 2013 · 5 yrs 5 mos
Mcdonald Partners LLC
January 2008 - June 2013 · 5 yrs 5 mos
CBIZ Financial Solutions, INC.Broker
November 2005 - July 2008 · 2 yrs 8 mos
CBIZ Financial Solutions, INC.
April 2005 - July 2008 · 3 yrs 3 mos
Mid Atlantic Capital CorporationBroker
October 2004 - November 2005 · 1 yr 1 mo
Mid Atlantic Financial Management, INC.
June 2004 - June 2004 · 0 mos
Carnegie Capital Asset Management Company
January 2003 - July 2003 · 6 mos
Mcdonald Investments INC.Broker
December 1993 - September 2000 · 6 yrs 9 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Joseph Granzier - Financial Advisor | TrueAdvisor