Unclaimed
Michael Glozer is an investment advisor representative with Churchill Management Group. Michael has been in the financial services industry for over 25 years. Michael has passed the Series 6, 7, 31, 55, 63, 65 and 66 exams. Michael holds licenses in District of Columbia, Pennsylvania, and Virginia. Michael's experience includes previous positions with TD Ameritrade, Inc., E*TRADE PROFESSIONAL TRADING, LLC, TRILLIUM TRADING LLC, STG SECURE TRADING GROUP, INC., SCHONFELD SECURITIES, LLC, DEAN WITTER REYNOLDS INC., JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
04/16/2008 - Present
Churchill Management Group (Leesburg VA)
VA
05/02/2006 - 04/16/2008
TD AMERITRADE, INC. (RESTON VA)
NY
03/15/2005 - 05/24/2005
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NY
07/30/2004 - 12/01/2004
TRILLIUM TRADING LLC (NEW YORK NY)
FL
04/29/2003 - 09/05/2003
STG SECURE TRADING GROUP, INC. (BOCA RATON FL)
NY
03/05/2001 - 05/21/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
08/13/1996 - 05/10/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
06/29/1994 - 10/25/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/29/1994 - 10/25/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 08/09/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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