Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Morris is a financial advisor with over 30 years of experience in the industry. Glen is registered with Cetera Investment Advisers LLC and currently serves clients in Boca Raton, Florida. Prior to joining Cetera Investment Advisers LLC, Glen was a financial advisor at Summit Brokerage Services, Inc. and Wachovia Securities Financial Network, Inc. Glen provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Glen also offers educational seminars to clients on a variety of financial topics.
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 09/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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