Matthew GleisnerCRD Number: 6135877
Current Firm: Charles Schwab & Company, Inc.
Matthew Gleisner (CRD# 6135877) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 5 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Charles Schwab Bank||Raleigh, NC||Jun 2015 - Current||3|
|Charles Schwab & Company, Inc.||Raleigh, NC||Nov 2012 - Current||5|
|Unemployed||Greensboro, NC||Dec 2011 - Nov 2012||< 1|
|Christopher Newport University||Newport News, VA||May 2011 - Dec 2011||< 1|
|Christopher Newport University||Newport News, VA||Aug 2010 - May 2011||< 1|
|Center For Creative Leadership||Greensboro, NC||May 2010 - Aug 2010||< 1|
|Christopher Newport University||Newport News, VA||Nov 2009 - May 2010||< 1|
|Christopher Newport University||Newport News, VA||Aug 2009 - Nov 2009||< 1|
|Center For Creative Leadership||Greensboro, NC||May 2009 - Aug 2009||< 1|
|Christopher Newport University||Newport News, VA||Aug 2008 - May 2009||< 1|
|Greenview Landscaping||Greensboro, NC||May 2008 - Aug 2008||< 1|
|Christopher Newport University||Newport News, VA||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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