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Marie Bernadette Girvin

CRD# 5692690·Registered 2010 - 2024
Previously Registered: Being a previously registered professional could mean that Marie 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.

Professional Summary

Marie Bernadette Girvin, who also goes by Marie Bernadette Luse, was a registered financial advisor. Marie was a previously registered financial professional and started their career in finance 2010 - 2024. Marie had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Marie Bernadette Luse

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

GFG SOLUTIONS·CRD# 328988
RIA
Orlando, FL
January 5, 2024 - April 3, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Orlando, FL
April 8, 2021 - January 3, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Orlando, FL
December 18, 2019 - January 3, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Orlando, FL
November 12, 2010 - November 25, 2019
SIGNATURE ESTATE SECURITIES, LLC·CRD# 18923
BD
Los Angeles, CA
February 8, 2010 - May 10, 2010

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Current Firm

GS
GFG SOLUTIONS

GAMBIN FINANCIAL GROUP | GG GROUP VENTURES, LLC | GFG SOLUTIONS

CRD#: 328988 / SEC#: 801-129145

Contact Information

Main Address

122 W Pine Street Suite 300, Orlando, FL 32801

Phone Number

(407) 627-0091

# of Employees

6

Documents

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (11/29/2024)

Regulatory Assets Under Management

Total Number of Accounts

429

AUM (Assets Under Management)

$151,145,008

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1)Name: GFG Consulting, Inv Rel: Y Addr: 2827 Parkland Cir,Winter Park FL 32789, Nature: Consulting for business owners through auditing insurances, operating documents, employee benefits and tax planning, Position:CEO, Start: 12/01/2020, No Hr/Mo:20 No Hr/Mo Dur Trading:20, Duties: I manage the team who sends out invoices for payments and tracks project work we are completing for clients. 2)Name: PGW Partners, LLC, Inv Rel: Y Addr: 329 Southview Dr, Mechanicsburg PA 17055, Nature:Real Estate holding, Position: Member, Start: 02/15/2022, No Hr/Mo: 1 No Hr/Mo Dur Trading: 1, Duties:Owning and managing Real Estate.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2010About the Series 6 exam

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CRS (Client Relationship Summary)

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

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