Unclaimed
Glenn Bryan Schunkewitz is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Chester, NJ. Glenn has been working in the financial services industry since March 24, 1982. Glenn has been with Merrill Lynch since January 19, 2016 and previously worked for UBS Financial Services Inc. and Prudential Securities Incorporated. Glenn holds Series 7, Series 63, and SIE licenses. Glenn is registered in 26 states and offers services such as portfolio management for individuals, portfolio management for businesses, selection of other advisers, pension consulting, educational seminars, research reports and services, and allocation modeling.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
01/19/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHESTER NJ)
NJ
05/25/2001 - 01/19/2016
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NY
03/18/1983 - 05/30/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/23/1982 - 03/15/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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