Michael GlobenfeltCRD Number: 1886619
Current Firm: Usaa Financial Planning Services
Michael Globenfelt (CRD# 1886619) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 10 years of experience in the finance industry. Michael Globenfelt 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Usaa Financial Advisors, Inc.||Tampa, FL||Mar 2011 - Current||5|
|Usaa Financial Planning Services||Tampa, FL||Mar 2011 - Current||5|
|Wachovia Securities, LLC||Tampa, FL||Apr 2008 - Mar 2011||2|
|Wachovia Bank, N.a.||Tampa, FL||Apr 2008 - Mar 2011||2|
|Suntrust Bank/suntrust Investment Services||Tampa, FL||May 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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