Unclaimed
David Brendan Glazier is a financial advisor currently registered with Equitable Advisors, LLC. David is a registered representative in New York and Ohio, with a focus on financial planning and portfolio management for both individuals and businesses. David is passionate about providing personalized financial guidance to help clients achieve their financial goals.
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.
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2
NY
01/07/2025 - Present
Equitable Advisors, LLC (NEW YORK NY)
BOTH
Issued 04/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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