Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Turner is a financial advisor with over 28 years of experience in the financial services industry. Glen works with a variety of clients, including individuals, families, businesses, and retirement plans. Glen is a registered representative of Kestra Investment Services, LLC and an investment advisor representative of Kestra Private Wealth Services, LLC. Glen specializes in financial planning, portfolio management, retirement planning, and insurance. Glen is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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
FL
10/18/2021 - Present
Kestra Private Wealth Services, LLC (Boca Raton FL)
FL
09/26/2007 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
08/10/1994 - 10/08/2007
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
IA
Issued 08/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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