Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Jackson is an investment advisor representative who has been working in the industry since 1997. He is currently registered with IC Advisory Services, Inc. in several states including California, Delaware, Georgia, Maryland and South Carolina. Glen also has previous experience with H. Beck, Inc. and Legg Mason Wood Walker, Incorporated. Glen has passed several exams including the Series 66, Series 63, Series 51, Series 24, Series 99TO, Series 7 and the SIE exam. Glen also provides term and permanent life insurance and disability insurance sales.
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.
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.
1
2
MD
08/27/2024 - Present
IC Advisory Services, Inc. (LAUREL MD)
MD
11/25/2003 - 12/09/2019
H. BECK, INC. (Rockville MD)
MD
07/09/1997 - 09/12/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 04/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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