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Josh Grosvenor
Phone: 402-558-6860 Josh Grosvenor joined Heritage Financial Services, LLC in November 2011. Born and raised in Council Bluffs, Iowa, Josh attended Iowa State University where he graduated in 2011 with a Bachelor of Science in Business Economics. He currently holds his Series 7 and 66 as a Registered Representative/Investment Advisor Representative of Securian Financial Services, Inc. Josh is licensed to sell life, health, and disability insurance. His practice specializes in the design and customization of financial strategies for individuals and their families to help achieve their financial goals through wealth accumulation and asset protection. Josh currently resides in Omaha and is an avid sports fan and soccer enthusiast. He also enjoys playing golf, traveling, working outdoors, and spending his free time with family and friends. 431434 DOFU 1/12
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Heritage Financial Services, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Heritage Financial Services, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Services, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Heritage Financial Services, LLC, 1010 S. 120th Street, Suite 200, Omaha, NE, 68154 (402) 558-6860 |
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