Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen John Ness is a financial advisor with Stifel, Nicolaus & Company, Inc. Glen has been in the industry since 1996 and has a wide range of experience serving individuals, families, and businesses. Glen holds the Series 7, 63, and 65 licenses, as well as the SIE exam. Glen is also a Certified Financial Planner. Glen's previous experience includes working with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Glen specializes in providing financial planning, portfolio management, and retirement planning services. Glen is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
04/05/2013 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
WA
06/01/2011 - 04/05/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BELLEVUE WA)
WA
01/03/2011 - 06/01/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
CA
11/26/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 11/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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