Michael Alfred Mcglinsky
Investment adviser representative at First Citizens Investor Services, Inc.
20 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$2.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- First Citizens Investor Services, Inc.Mar 2025 to now
- Thrivent FinancialJul 2024 to Feb 2025
- Thrivent Investment Management IncJul 2024 to Feb 2025
- PrudentialOct 2023 to Jun 2024
- The Prudential Insurance Company of AmericaAug 2023 to Jul 2024
- Pruco Securities LLCAug 2023 to Jun 2024
- Thrivent Financial for LutheransFeb 2006 to Sep 2023
- Thrivent Investment Management IncFeb 2006 to Aug 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
First Citizens Investor Services, Inc.
$2.6BAssets managed
7,645Clients
323Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5101647
- Firm CRD
- 44430