Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Davenport is a financial advisor with over 40 years of experience in the industry. Glen is currently registered with Osaic Wealth, Inc. and has held previous positions with Securities America, Inc., Transamerica Financial Advisors, Inc, Aetna Investment Services, Inc., Aetna Life Insurance and Annuity Company, Franklin Financial Services Corporation, John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. Glen is a licensed advisor with Series 1, 6, 63 and SIE licenses and has extensive experience in providing financial advice to clients in various states. Glen specializes in providing comprehensive financial planning services, including portfolio management, retirement planning, college savings, and estate planning. Glen is dedicated to helping clients achieve their financial goals through personalized advice and customized investment strategies.
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (Newport News VA)
VA
04/01/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Newport News VA)
VA
07/27/1994 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEWPORT NEWS VA)
CT
10/15/1993 - 07/26/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
12/07/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
08/11/1978 - 08/05/1981
FRANKLIN FINANCIAL SERVICES CORPORATION
NA
09/07/1973 - 04/25/1978
JOHN HANCOCK DISTRIBUTORS, INC.
NA
09/07/1973 - 04/25/1978
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/05/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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