Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Evan Morris is a financial advisor with over 30 years of experience in the industry. Glen currently works with Cetera Investment Advisers LLC in Boca Raton, FL. Glen provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and retirement plans. Glen is also a licensed insurance agent, and can help with insurance needs as well. Prior to working with Cetera Investment Advisers LLC, Glen worked with Summit Brokerage Services, Inc. in Boca Raton, FL. Glen has held a variety of positions in the financial services industry, giving Glen the experience to help clients achieve their financial goals.
Boca Raton, FL
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Boca Raton FL)
FL
02/03/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
11/23/1998 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
06/30/1997 - 12/11/1998
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
IL
02/02/1996 - 07/01/1997
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
08/19/1994 - 02/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/22/1993 - 08/03/1994
J. GREGORY & COMPANY, INC.
BOTH
Issued 9/1/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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