Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Gotcsik is a financial professional with over 35 years of experience in the industry. Glen is currently registered with Osaic Wealth, Inc. and is located in WAKEFIELD, MA. Glen specializes in a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Glen has extensive experience working with individuals, businesses, and investment companies.
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
MA
04/22/1993 - Present
Osaic Wealth, Inc. (WAKEFIELD MA)
MN
11/16/1994 - 07/24/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
03/14/1990 - 04/27/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
01/04/1986 - 03/17/1990
SMA EQUITIES, INC. (WORCESTER MA)
NA
06/04/1985 - 12/13/1985
CARDELL & ASSOCIATES, INCORPORATED
NA
11/27/1984 - 06/27/1985
CARLSON EQUITIES CORPORATION
IA
Issued 11/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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