Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Kruman is a registered representative with Madison Avenue Securities, LLC and an Investment Advisor Representative with Bryce Wealth Management. Mark has been in the securities industry since 1984, and is licensed to provide brokerage and advisory services in multiple states. Mark's specialties include financial planning, pension consulting, and portfolio management for individuals and businesses. Mark is also a licensed insurance agent and provides a wide range of insurance products. Mark's experience and expertise make him a valuable resource for clients seeking financial advice and guidance.
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.
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
CA
09/24/2024 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
PA
07/15/2014 - 08/31/2017
GRADIENT SECURITIES, LLC (Washington Crossing PA)
UT
07/09/2013 - 07/25/2013
METLIFE SECURITIES INC. (SANDY UT)
PA
12/19/1984 - 07/09/2013
PRUCO SECURITIES, LLC. (WASHINGTON CROSSING PA)
IA
Issued 10/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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