Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Maria Glover is a financial advisor with Kestra Advisory Services, LLC. Claudia has been in the financial industry since 2004 and holds the Series 7, Series 66, and SIE licenses. Claudia is a Certified Financial Planner and specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Claudia is a member of the Kestra Advisory Services, LLC team, which provides a variety of financial planning and investment advisory services.
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.
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.
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MD
07/12/2022 - Present
Kestra Advisory Services, LLC (Timonium MD)
VA
09/23/2004 - 10/15/2021
WELLS FARGO CLEARING SERVICES, LLC (LEESBURG VA)
MO
10/07/2009 - 11/16/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
TX
07/19/2010 - 10/05/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
CA
06/08/2010 - 01/06/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
03/01/2007 - 04/10/2007
FIRST CLEARING, LLC (ST. LOUIS MO)
MN
07/28/2004 - 09/03/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/2004 - 09/03/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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