Unclaimed
John Phillip Glusko is a financial advisor with over 20 years of experience in the industry. John is registered with Fidelity Personal And Workplace Advisors and has been with them since July 2018. John previously worked with Fidelity Brokerage Services LLC, Wachovia Securities, LLC, Charles Schwab & Co., Inc., Schwab Capital Markets L.P., and Datek Online Brokerage Services LLC. John has a wide range of experience working with individual investors, corporations, and pension plans. John is a dedicated financial advisor committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
MO
11/30/2004 - 03/10/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
07/02/2004 - 08/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
03/13/2000 - 03/01/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NE
02/01/1999 - 03/06/2000
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
CA
12/24/1998 - 07/09/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 01/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure John Glusko is the right advisor for you? Invested Better is here to help.