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PAUL JACOB KITZROW
PAUL KITZROW
CRD#: 5090466
IA
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CREATIVEONE WEALTH, LLCCRD#: 281213 5088 Corporate Exchange
Suite 200
Grand Rapids, MI 49512
Suite 200
Grand Rapids, MI 49512
0
Disclosures
19
Years of Experience
View By:
State Registrations
IA
Michigan 10/3/2018
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Registered with this firm since 10/3/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/23/2014 - 10/03/2018 | GRAND RAPIDS, MI | |
B | 06/23/2014 - 10/03/2018 | Grand Rapids, MI | |
B | 06/18/2012 - 07/01/2014 | GRAND RAPIDS, MI | |
IA | 06/21/2012 - 06/27/2014 | GRAND RAPIDS, MI | |
IA | 09/25/2012 - 12/31/2012 | GRAND RAPIDS, MI | |
IA | 10/13/2010 - 06/27/2012 | GRAND RAPIDS, MI | |
B | 04/02/2008 - 06/27/2012 | GRAND RAPIDS, MI | |
B | 02/07/2006 - 04/07/2008 | GRAND RAPIDS, MI |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.