JG
JG

Jeffrey Groshek

30 Years of Experience
Norton Shores, MI
Broker

Jeffrey Groshek is a registered investment advisor, based in Norton Shores, MI, with 30 years of industry experience.

Location

800 E. Ellis Rd., Suite 269, Norton Shores, MI, 49441

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeffrey is the owner/proprietor of Global Trends Wealth Management, LLC, operating as a DBA for his advisory practice. He dedicates about half of his time to this business, including about a quarter of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2007 - February 2022 · 14 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
December 2007 - February 2022 · 14 yrs 2 mos
Wachovia Securities, LLC
April 2006 - December 2007 · 1 yr 8 mos
Wachovia Securities, LLCBroker
July 2003 - December 2007 · 4 yrs 5 mos
Prudential Securities IncorporatedBroker
June 1995 - July 2003 · 8 yrs 1 mo
State Registrations18 states
AZCAFLGAIAINKYMDMIMNNCNJOHSCTNTXUTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Groshek - Financial Advisor | TrueAdvisor