Unclaimed
Edward Grosko is a financial professional with over 20 years of experience in the financial services industry. Edward is currently registered with Integrated Wealth Management, Inc. as an Investment Advisor Representative. Edward specializes in providing financial planning and investment management services to individuals and families. Edward has a strong background in insurance and real estate, which he utilizes to offer comprehensive financial solutions to his 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Third party advisory fees
1
2
OH
08/17/2006 - Present
Integrated Wealth Management, Inc. (UNIONTOWN OH)
OH
07/22/2002 - 05/04/2012
THE O.N. EQUITY SALES COMPANY (UNIONTOWN OH)
NY
05/03/1999 - 07/19/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/05/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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