Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Albert Glenn has been in the financial services industry since 1983. Edward Albert Glenn is currently registered with Morgan Stanley, and has been with the firm since 2009. Edward Albert Glenn is registered as an investment advisor in New York and North Carolina. Prior to joining Morgan Stanley, Edward Albert Glenn was employed by Dean Witter Reynolds Inc. Edward Albert Glenn holds Series 7, Series 63, and Series 65 licenses. Edward Albert Glenn specializes in financial planning, asset allocation advice, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
10/26/1987 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
07/21/1983 - 10/30/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 09/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Glenn is the right advisor for you? Invested Better is here to help.
