Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen McDowell is a financial advisor currently registered with Charles Schwab & CO., Inc. in Phoenix, AZ. Glen has been in the industry since 2020 and has a wide range of experience, including working for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Glen is also registered as an Investment Advisor Representative in several states. Glen is dedicated to providing clients with personalized financial advice and helping them 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
12/19/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
10/26/2020 - 04/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 12/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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