Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glen is a financial advisor with over 40 years of experience in the financial services industry. He is currently registered with Corient and is licensed in Massachusetts and Texas. David has a wide range of experience, having worked for a number of firms including Scudder Investor Services, Inc., Eaton Vance Wateroak Advisors, and Corient Services LLC. He is a Certified Financial Planner and offers a variety of financial planning services, including portfolio management, investment advice, and pension consulting. He works with a variety of clients, including individuals, businesses, and charitable organizations. David is dedicated to helping his 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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
10/12/2022 - Present
Corient (Boston MA)
NY
04/16/1982 - 07/19/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 04/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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