Michael B Gluski

Current Employers

Employment History

• 01/2012 → 01/2020
  Ameriprise Financial Services, Inc.
  Fort Myers, FL
• 01/2020 → 01/2024
  Woodbury Financial Services Inc
  Fort Myers, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2020-01-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Fort Myers, FL
  Naples, FL
  Sanford, FL
• 2012-03-30 → 2020-01-09
  Ameriprise Financial Services, Llc
  Fort Myers, FL

Other Businesses

1. ADVIZE PLANNING PARTNERS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 05/06/2024 ADDRESS: 9470 Corkscrew Palms Cir Ste. 104, Estero FL 33928, United States DESCRIPTION: Provide business consulting for business owners using Biz Equity to help them get a better understanding of the value of their business 2. SYMBOLIQ WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: I have a tentative affiliation with Jason Perry that will eventually be used for Osaic business. At the time it becomes live, I will update this OBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 9470 Corkscrew Palms Cir Ste 104, Estero FL 33928, United States DESCRIPTION: I have a tentative affiliation with Jason Perry that will eventually be used for Osaic business. At the time it becomes live, I will update this OBA. 3. ADVIZE PLANNING PARTNERS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2025 ADDRESS: 9470 Corkscrew Palms Cir Ste 104, Estero FL 33928, United States DESCRIPTION: This my DBA for securities, insurance, fixed insurance, long term care, disability insurance, medicare supplements, and annuity business.

Exams

• S66 Uniform Combined State Law Examination
  2012-03-28
• S63 Uniform Securities Agent State Law Examination
  2010-07-30

Other Names

• Michael B Gluski