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MS

Marc G. Swensen

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CRD#: 1052419
MS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Gruntwagin Swensen, who also goes by Marc Gruntwagin, Marc Stuart Swensen, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1982. Marc had worked at 9 firms and has passed the Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc Gruntwagin | Marc Stuart Swensen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 23, 1997 - March 27, 1998

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

June 22, 1994 - April 18, 1997

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

August 18, 1993 - March 15, 1994

BURNETT, GREY & CO., INC.

BD
CRD#: 23430
ATLANTA, GA
Past

March 14, 1990 - September 1, 1993

FLAGSHIP SECURITIES, INC.

BD
CRD#: 7123
SYRACUSE, NY
Past

January 6, 1988 - March 10, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670
HAUPPAGUE, NY
Past

October 29, 1987 - December 10, 1987

GSG GLOBAL SECURITIES GROUP INC.

BD
CRD#: 16135
Past

June 4, 1984 - January 2, 1985

WOLFE & HURST SECURITIES INC.

BD
CRD#: 7352
Past

February 22, 1983 - January 19, 1993

TITUS & DONNELLY LLC

BD
CRD#: 7033
Past

July 22, 1982 - October 25, 1983

DRAYER KELLY & CO. INC.

BD
CRD#: 7520

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 7/17/1982
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


FL
FIRST LIBERTY INVESTMENT GROUP, INC.
FIRST LIBERTY INVESTMENT GROUP, INC. | LIBERTY INVESTMENT GROUP | LEON H. SULLIVAN, INC.

CRD#: 3536 / SEC#: , 8-6824

BD
Cancelled by SEC on 06/13/2003
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Contact information


Main Address
Mailing Address
Phone number
Established
Pennsylvania since 08/11/1958
Firm type
Corporation
Fiscal year end
August
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST COMMONWEALTH INV. GRPOWNER
EMINENTE, CHRISTIAN LUCIANOEXEC. VP2109308

Disclosures


Regulatory Event15
Arbitration10

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST LIBERTY INVESTMENT GROUP, INC.

CRD#: 3536

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