Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Glassey is a financial advisor with LPL Financial LLC. Alan has over 30 years of experience in the financial services industry. Alan's previous experience includes positions with OSAIC FA, INC., The Lincoln National Life Insurance Company, and SAGEMARK CONSULTING, INC. Alan is registered to provide investment advice and brokerage services in 17 states. Alan holds a Series 6, 7, 22, 24, 63 and 65 licenses as well as the SIE designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/14/2024 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
06/01/1998 - 08/16/2024
OSAIC FA, INC. (BERWYN PA)
IN
01/27/2003 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/04/1998 - 11/27/2000
SAGEMARK CONSULTING, INC. (RADNOR PA)
PA
02/08/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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