Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Gruszka is an investment advisor representative and a partner at Legacy Advisory Services, LLC. Martin has over 19 years of experience in the financial services industry. Martin is registered with the state of Pennsylvania. Martin has passed a number of industry exams including Series 4, Series 24, Series 27, Series 53, Series 63, Series 65, Series 7, Series 52, Series 99, and SIE. Martin previously worked at Ridgeway & Conger, Inc. and Heritage Financial Systems, Inc. Martin is also a partner at Legacy Wealth Management, LLC.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/24/2008 - Present
Legacy Advisory Services, LLC (EXTON PA)
PA
11/04/2009 - 05/31/2016
RIDGEWAY & CONGER, INC. (EXTON PA)
PA
03/16/2005 - 03/10/2008
HERITAGE FINANCIAL SYSTEMS, INC. (MALVERN PA)
CA
03/25/2004 - 03/04/2005
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
IA
Issued 02/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2006
Series 4 - Registered Options Principal Examination
BC
Issued 11/20/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/2004
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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