Shawn GlogowskiCRD Number: 5260757
Current Firm: Note Advisors, LLC
Shawn Glogowski (CRD# 5260757) is an Investment Advisor Representative working at Note Advisors, LLC in Buffalo, NY and has over 15 years of experience in the finance industry. Shawn Glogowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Gcw Capital, LLC||Hamburg, NY||Aug 2014 - Current||7|
|Massmutual||Williamsville, NY||Nov 2007 - Jan 2017||9|
|Mml Investors Services||Williamsville, NY||Dec 2007 - Aug 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management143MILLIONS
Total Number of Accounts728ACCOUNTS
Average Account Value$196,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY, TX
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