Unclaimed
Gary Michael Pysz is an investment advisor representative with Family Legacy Financial Solutions, LLC. Gary is licensed and registered in North Carolina. Gary has been in the industry since June 2020 and has experience with Cambridge Investment Research, Inc. He has completed the Series 7, Series 66, and SIE exams. Gary's current firm, Family Legacy Financial Solutions, LLC is an investment advisor firm located in Cary, NC. They primarily serve high-net-worth individuals and individuals other than high-net-worth clients. They provide financial planning and portfolio management for individuals.
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.
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.
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2
NC
05/13/2021 - Present
Family Legacy Financial Solutions, LLC (CARY NC)
NC
06/29/2020 - 05/12/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)
BOTH
Issued 08/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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