Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Kashetsky is a financial advisor with over 25 years of experience in the financial services industry. Glen is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously worked with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Chase Investment Services Corp., and UBS Financial Services Inc. Glen provides financial planning and investment management services to individuals, businesses, and charitable organizations. Glen also offers investment consulting services to institutional clients. Glen is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
OH
09/21/2018 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
NY
02/28/2013 - 10/02/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/18/2009 - 03/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
10/27/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
NY
11/17/2003 - 10/30/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
04/20/2001 - 12/12/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/25/1996 - 04/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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