Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Coral is a financial professional with over 40 years of experience in the industry. Glen is currently registered as a Registered Representative with M Holdings Securities, Inc. and LRI Investments. Glen has worked in the financial services industry since 1980, primarily with firms such as Lincoln Investment and CBIZ Financial Solutions, Inc. Glen is also a Chartered Financial Consultant. Glen holds Series 6, 22, and 63 licenses and the SIE exam. Glen provides investment advisory services to individual and institutional clients.
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.
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
PA
03/09/2016 - Present
M Holdings Securities, Inc. (NEWTOWN PA)
PA
11/03/2014 - 03/16/2016
LINCOLN INVESTMENT (West Chester PA)
PA
03/27/2012 - 11/05/2012
CBIZ FINANCIAL SOLUTIONS, INC. (PLYMOUTH MEETING PA)
PA
01/13/2006 - 03/19/2012
CBIZ FINANCIAL SOLUTIONS, INC. (PLYMOUTH MEETING PA)
TX
07/30/1998 - 12/31/2005
NFP SECURITIES, INC. (AUSTIN TX)
MA
03/01/1996 - 07/27/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/04/1986 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
11/28/1980 - 06/18/1986
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
11/28/1980 - 04/08/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 02/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/25/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Glen Coral is the right advisor for you? Invested Better is here to help.
