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Glen Willard Macko

CRD# 5539408·Registered 2008 - 2016
Previously Registered: Being a previously registered professional could mean that Glen is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Glen Willard Macko, who also goes by Glen Macko, was a registered financial advisor. Glen was a previously registered financial professional and started their career in finance 2008 - 2016. Glen had worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Glen Macko

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

SENTINEL ADVISORY SERVICES, LLC·CRD# 149978
RIA
Cromwell, CT
October 14, 2015 - August 2, 2016
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
West Hartford, CT
January 2, 2015 - September 24, 2015
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
West Hartford, CT
January 2, 2015 - September 24, 2015
NEW ENGLAND SECURITIES·CRD# 615
BD
West Hartford, CT
April 6, 2009 - January 2, 2015
NEW ENGLAND SECURITIES·CRD# 615
RIA
West Hartford, CT
April 3, 2009 - January 2, 2015
NEW ENGLAND SECURITIES·CRD# 615
RIA
Waltham, MA
September 11, 2008 - March 27, 2009
NEW ENGLAND SECURITIES·CRD# 615
BD
Waltham, MA
July 18, 2008 - March 27, 2009

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Current Firm

SA
SENTINEL ADVISORY SERVICES, LLC

NAME 920 | SENTINEL ADVISORY SERVICES, LLC

CRD#: 149978

Contact Information

Main Address

Northborough, MA

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2008About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2008About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2009About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2008About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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