Unclaimed
Michael Glinkski is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with BOK Financial Securities, Inc. and holds Series 63, Series 7, and SIE licenses. Michael offers financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors. Michael is also a Chartered Financial Analyst and provides other advisory services not described above.
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.
Furnishes advice about securities in any manner not described above.
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
WI
08/31/2012 - Present
BOK Financial Securities, Inc. (Milwaukee WI)
BC
Issued 09/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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