Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Glinsky is a registered Investment Advisor Representative with Zacks Investment Management, Inc. Matthew has been in the securities industry for over 15 years. Previous employers include Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew holds the Series 7, Series 65, and Series 66 licenses. Matthew specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
12/26/2023 - Present
Zacks Investment Management, Inc. (Lisbon WI)
WI
03/11/2019 - 12/06/2023
CHARLES SCHWAB & CO., INC. (Milwaukee WI)
WI
04/24/2018 - 01/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/04/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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