Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Allen Maleri is a financial advisor with over 30 years of experience in the industry. Glen is currently registered with Osaic Wealth, Inc. in Connecticut and Florida. Glen's prior experience includes time with Securities America, Inc., National Planning Corporation, Waddell & Reed, Pruco Securities, LLC, and The Prudential Insurance Company of America. Glen holds the Series 6, 7, 26, and 65 securities licenses. Glen provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (SHELTON CT)
CT
10/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (SHELTON CT)
CT
11/18/2014 - 11/08/2017
NATIONAL PLANNING CORPORATION (SHELTON CT)
CT
12/15/2005 - 11/18/2014
WADDELL & REED (HAMDEN CT)
NJ
10/03/1990 - 12/06/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
10/03/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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