Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peggy? Claim Your ProfilePeggy Glanzman is an investment advisor representative with Eaton Vance Management in Boston, Massachusetts. Peggy has been in the industry since June 13, 1995. Peggy is registered with the state of Massachusetts as an investment advisor representative. Peggy also holds Series 7, 24, 52, 53, 63, 66, and 79 licenses. Prior to joining Eaton Vance Management, Peggy worked for Morgan Stanley, and Salomon Smith Barney.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
07/26/2023 - Present
Eaton Vance Management (BOSTON MA)
NY
12/01/2020 - 05/31/2023
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NY
04/23/2018 - 12/01/2020
MORGAN STANLEY (NEW YORK NY)
NY
09/08/2016 - 04/24/2018
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/01/2009 - 09/09/2016
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
03/29/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/10/1996 - 11/11/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
12/12/1994 - 09/13/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 10/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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