Glenn
Matecun
Prosperity Wealth Management, Inc
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About this Advisor
Glenn Matecun is a financial advisor who works in San Ramon, California who has 1 year of industry experience. Matecun is an advisor for Prosperity Wealth Management, Inc. Throughout their career, they have worked at Glenn R. Matecun, Pc, Prosperity Wealth Management, Inc and Founders Financial Securities LLC. Matecun maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Prosperity Wealth Management, Inc is a registered investment business that has its headquarters in San Ramon, CA. The firm has offices in 42 locations and a total of 50 employees. It manages $217 million in assets between its 1,330 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,330 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets. Prosperity Wealth Management, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services are offered. However, fees charged by Prosperity Wealth Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$217,168,317
50
1,330
$163,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Glenn Matecun Work History
Glenn has been registered as a financial advisor for 1 years.*
Prosperity Wealth Management, Inc
Glenn R. Matecun, Pc
Founders Financial Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Glenn Matecun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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