Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Glennon is a financial advisor at Raymond James Financial Services Advisors, Inc. Michael has been in the financial services industry since 1996. Michael holds Series 7, 24, 55, and 66 securities licenses. Michael has worked for several firms, including Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is registered in South Carolina and has 4 approved state registrations and 1 approved Investment Advisor registration. Michael is also licensed as an Investment Advisor Representative in Mississippi, New York, and Ohio. Michael provides financial planning, portfolio management, and other investment advisory services to individuals and businesses. Michael also provides pension consulting and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
07/18/2022 - Present
Raymond James Financial Services Advisors, Inc. (Charleston SC)
SC
02/17/2021 - 07/14/2022
TRUIST INVESTMENT SERVICES, INC. (HAMPTON SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
08/16/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON SC)
SC
10/31/2013 - 08/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMMERVILLE SC)
SC
10/15/2009 - 11/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
MO
05/18/2005 - 06/01/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
09/30/1996 - 07/25/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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