Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Chretien is a registered representative with Osaic Institutions, Inc., based in Fall River, MA. Glen has been in the financial services industry since 2003. Glen holds the Series 6, Series 7 and Series 63 licenses as well as the SIE exam. Glen has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Glen specializes in Financial Planning, Portfolio Management for Individuals, and Solicitation Services for Other Advisors.
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.
Solicitation services for other advisers
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.
1
2
MA
02/28/2014 - Present
Osaic Institutions, Inc. (FALL RIVER MA)
MA
08/12/2008 - 02/11/2014
CCO INVESTMENT SERVICES CORP. (NEW BEDFORD MA)
MA
05/27/2008 - 08/25/2008
LPL FINANCIAL CORPORATION (ASSONET MA)
MA
05/12/2003 - 05/27/2008
IFMG SECURITIES, INC. (ATTLEBORO MA)
BC
Issued 06/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Glen Chretien is the right advisor for you? Invested Better is here to help.
