Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Glomb is a financial advisor with Sanctuary Advisors, LLC, a firm based in Indianapolis, Indiana. Christian has been in the financial services industry since 1984 and has a long history of experience with several firms including UBS Financial Services Inc., Invesmart Securities, LLC, and Investment Architects, Inc. Christian specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Christian is currently registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) and has licenses in several states.
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.
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
CA
07/28/2023 - Present
Sanctuary Advisors, LLC (LOS GATOS CA)
CA
09/03/2002 - 08/09/2023
UBS FINANCIAL SERVICES INC. (LOS GATOS CA)
PA
01/25/2001 - 09/05/2002
INVESMART SECURITIES, LLC (PITTSBURGH PA)
CA
12/16/1997 - 12/23/1999
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
GA
03/25/1996 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
MA
11/06/1991 - 01/05/1995
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NY
10/31/1981 - 10/22/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 06/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christian Glomb is the right advisor for you? Invested Better is here to help.
