Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Andrew Archer is a financial advisor with over 25 years of experience in the industry. Glen is registered with Raymond James Financial Services Advisors, Inc. in Cornelius, NC, and has been with the firm since 2009. Previously, Glen worked for Citigroup Global Markets Inc., Morgan Stanley DW Inc., Southeast Investments N.A., Inc., Corporate Securities Group, Inc., Robert Thomas Securities, Inc, Dickinson & Co., and F.N. Wolf & Co., Inc. Glen is a Series 7, Series 63, and Series 65 licensed representative. Glen specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
05/14/2009 - Present
Raymond James Financial Services Advisors, Inc. (CORNELIUS NC)
NC
04/26/2002 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)
NY
02/11/1998 - 04/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NC
09/18/1997 - 02/25/1998
SOUTHEAST INVESTMENTS N.A., INC. (CHARLOTTE NC)
MO
01/02/1997 - 09/17/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
06/18/1996 - 12/31/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
08/02/1994 - 06/24/1996
DICKINSON & CO. (DES MOINES IA)
NA
07/26/1994 - 04/30/1996
F.N. WOLF & CO., INC.
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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