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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Glessner is a registered investment advisor representative with Avantax Advisory Services. Gary William Glessner has been in the financial services industry since 1998. Gary William Glessner is licensed in West Virginia and Florida. Gary William Glessner has been associated with Avantax Advisory Services since December 2016. Gary William Glessner provides investment advisory services to individuals, high-net-worth individuals, businesses, and pension and profit sharing plans. Gary William Glessner also offers financial planning, educational seminars, and portfolio management services. Gary William Glessner is a member of the West Virginia Tax Institute and the board of trustees for The Linsly School.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WV
12/08/2016 - Present
Avantax Advisory Services (Wheeling WV)
IA
Issued 12/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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