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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Jonathan Goland is a financial advisor registered with Coldstream Wealth Management. Glen has been a financial advisor for over 20 years. Glen is a Certified Financial Planner and holds a Series 6, Series 7 and Series 66 license. Glen has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Glen specializes in financial planning, portfolio management and pension consulting. Glen provides financial planning services to individuals, families, businesses and trusts. Glen also manages investment portfolios for a variety of clients.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
OR
12/20/2024 - Present
Coldstream Wealth Management (Portland OR)
MA
08/26/2002 - 03/14/2008
GUARDIAN INVESTOR SERVICES LLC (QUINCY MA)
MA
07/06/2000 - 07/15/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
01/06/2000 - 06/26/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
06/02/1999 - 01/05/2000
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
02/17/1999 - 04/21/1999
FIS SECURITIES, INC. (BOSTON MA)
BOTH
Issued 01/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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