Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Strozyk is a financial advisor in Bel Air, Maryland. Carl Strozyk has been in the industry since 1993 and is currently registered with Cambridge Investment Research Advisors, Inc.. Previously, Carl Strozyk was registered with H. Beck, Inc., Medallion Investment Services, Inc., Securities Service Network, Inc., IFG Network Securities, Inc., and Comprehensive Financial Services, Inc.. Carl Strozyk holds Series 6, 7, 63, and 65 securities licenses. Carl Strozyk is also registered to provide investment advisory services in Maryland. Carl Strozyk provides financial planning, portfolio management, and pension consulting to individuals and businesses.
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
MD
03/01/2011 - Present
Cambridge Investment Research Advisors, Inc. (BEL AIR MD)
MD
01/02/2004 - 03/15/2011
H. BECK, INC. (BEL AIR MD)
MD
01/04/1999 - 12/31/2003
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
10/18/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 10/09/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
05/20/1993 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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