Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Edward Holmes is a financial advisor with over 38 years of experience in the industry. Glen is registered with Osaic Wealth, Inc. and has a Series 7, Series 63, and SIE licenses. Glen's primary business is managing and advising on individual, business, and pension and profit-sharing plans. Glen is licensed to provide financial advice in a variety of states, including Florida, Ohio, and Texas. In addition to his financial advisor work, Glen is also the president of Holmes Management LLC. Glen's experience and commitment to serving his clients make him a valuable asset to any portfolio.
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
OH
11/03/2023 - Present
Osaic Wealth, Inc. (GROVE CITY OH)
OH
01/31/2018 - 11/03/2023
FSC SECURITIES CORPORATION (GROVE CITY OH)
OH
02/23/2010 - 01/31/2018
H. BECK, INC. (GROVE CITY OH)
OH
06/27/2005 - 02/24/2010
FSC SECURITIES CORPORATION (GROVE CITY OH)
GA
05/13/2005 - 05/23/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
05/08/1990 - 05/11/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/08/1990 - 05/11/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/01/1988 - 12/17/1988
INTEGRATED RESOURCES INVESTMENT CENTERS, INC.
NA
01/21/1988 - 09/07/1988
H.D. VEST INVESTMENT SECURITIES, INC.
NA
10/21/1985 - 12/04/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
10/01/1985 - 11/12/1985
GRUNTAL & CO. INCORPORATED
NA
06/03/1985 - 10/01/1985
HERZFELD & STERN INC.
NA
05/23/1984 - 06/07/1985
BLINDER, ROBINSON & CO.,INC.
BC
Issued 08/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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