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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Maruschak is a financial advisor with over 25 years of experience in the financial services industry. Brian has been associated with Cambridge Investment Research Advisors, Inc. since 2011. Prior to that, Brian worked with Tower Square Securities, Inc., The O.N. Equity Sales Company, Multi-Financial Securities Corporation, Legacy Financial Services, Inc., Prime Capital Services, Inc., and New England Securities. Brian holds a Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, SIE, and Series 99TO licenses. Brian is registered with the state of Florida, Iowa, Ohio, and Pennsylvania. Brian is a member of the National Association of Insurance & Financial Advisors (NAIFA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
12/02/2011 - Present
Cambridge Investment Research Advisors, Inc. (Davenport FL)
FL
10/09/2008 - 10/06/2011
TOWER SQUARE SECURITIES, INC. (LONGWOOD FL)
FL
01/17/2008 - 10/13/2008
THE O.N. EQUITY SALES COMPANY (WINTER SPRINGS FL)
OH
07/18/2007 - 01/16/2008
MULTI-FINANCIAL SECURITIES CORPORATION (BOARDMAN OH)
FL
09/27/2001 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (LONGWOOD FL)
NY
01/05/2001 - 08/08/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CA
07/31/1997 - 12/31/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
06/15/1992 - 12/31/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 01/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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