Unclaimed
Jeff Glowacki is a registered representative with Bessemer Investor Services, Inc. Jeff has been in the industry since 1998. Jeff's experience includes previous roles at Comerica Securities, Scudder Weisel Capital, LLC, J. P. Morgan Advisors, Inc., Citigroup Investment Services and J.P. Morgan Securities Inc. Jeff holds licenses for Series 7, Series 24, Series 53, and Series 66 exams.
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.
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.
1
2
CA
05/24/2005 - Present
Bessemer Investor Services, Inc. (LOS ANGELES CA)
MI
05/08/2002 - 05/12/2005
COMERICA SECURITIES (DETROIT MI)
CA
03/08/2001 - 04/26/2001
SCUDDER WEISEL CAPITAL, LLC (SAN FRANCISCO CA)
NY
01/20/2000 - 01/18/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
10/01/1997 - 02/18/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/08/2000 - 01/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/13/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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