Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Gruskowski is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Bryan is a registered representative in 20 states and a registered investment advisor in two. Bryan has been in the financial services industry since 1996. Bryan's current office location is in Alpharetta, Georgia with Wells Fargo Advisors LLC, but Bryan has also worked with Citigroup Global Markets Inc. and Prudential Securities Incorporated. Bryan holds several licenses including the Series 3, 7, 63, and 65 exams. Bryan provides financial planning, portfolio management, and investment consulting services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
03/08/2011 - Present
Wells Fargo Clearing Services, LLC (ALPHARETTA GA)
GA
11/28/2000 - 05/01/2008
CITIGROUP GLOBAL MARKETS INC. (ALPHARETTA GA)
NY
10/28/1997 - 11/27/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/01/1997 - 10/27/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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