Unclaimed
Glen Chester is a financial advisor with Secure Asset Management, LLC, based in Granada Hills, CA. Glen has been in the financial industry since 1995. Glen is registered with the state of California to provide investment advisory services.
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.
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.
Solicitor for 3rd party money managers
1
2
CA
06/19/2024 - Present
Secure Asset Management, LLC (Granada Hills CA)
CA
04/23/2015 - 06/18/2024
SCF SECURITIES, INC. (Granada Hills CA)
CA
09/10/1997 - 05/01/2015
HD VEST INVESTMENT SERVICES (GRANADA HILLS CA)
CA
05/24/1995 - 08/11/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 05/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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