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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Joseph Brogna is an investment advisor representative with Edelman Financial Engines. Gary Brogna is licensed in Pennsylvania. Gary Brogna has been in the industry since 2004. Prior to joining Edelman Financial Engines, Gary Brogna worked for EF Legacy Securities, LLC, Cambridge Investment Research, Inc., Comprehensive Asset Management and Servicing, Inc., and Emerging Growth Equities, Ltd. Gary Brogna holds a Series 7, Series 66, and SIE license.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
PA
11/01/2018 - Present
Edelman Financial Engines (West Conshohocken PA)
PA
07/05/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WEST CONSHOHOCKEN PA)
PA
06/08/2010 - 05/06/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (HARRISBURG PA)
NJ
01/27/2009 - 03/02/2010
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
PA
10/28/2004 - 12/31/2008
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
BOTH
Issued 01/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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