Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Eugene Glass is a registered investment advisor representative with ON Investment Management Co. Charles is based in Alliance, Ohio, and has been active in the industry since 2007. Charles has a wide range of experience in the financial services industry, including previous roles at Citizens Securities, Inc., The O.N. Equity Sales Company, and Pruco Securities, LLC. Charles holds a Series 6, 7, 26, 63 and 65 license, as well as the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/29/2020 - Present
ON Investment Management Co. (Alliance OH)
OH
11/30/2016 - 10/04/2019
CITIZENS SECURITIES, INC. (AUSTINTOWN OH)
OH
09/12/2013 - 12/07/2016
THE O.N. EQUITY SALES COMPANY (ALLIANCE OH)
OH
09/29/2009 - 08/26/2013
PRUCO SECURITIES, LLC. (UNIONTOWN OH)
OH
05/30/2007 - 08/10/2009
NATCITY INVESTMENTS, INC. (CANTON OH)
OH
08/01/2006 - 05/31/2007
W&S BROKERAGE SERVICES, INC. (CANTON OH)
IA
Issued 12/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charles Glass is the right advisor for you? Invested Better is here to help.
