Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Zeller has been in the financial services industry since September 1999. Glen is a registered representative of Principal Securities, Inc. and has been with the firm since March 2016. Glen is licensed to provide investment advice in Iowa. Glen has a Series 6, Series 7, Series 66, and SIE licenses. Glen offers financial planning, pension consulting, and educational seminars. Glen works with clients of various types, including high net worth individuals, corporations, and individuals other than high net worth. Glen has a demonstrated commitment to providing financial guidance and investment solutions to meet their clients' diverse needs.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
01/11/2005 - Present
Principal Securities, Inc. (DES MOINES IA)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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