Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Les Ouchida is a financial advisor with over 30 years of experience in the industry. Glen is currently registered with UBS Financial Services Inc. and has been with the firm since November 3, 1988. Glen has previously worked with Crowell, Weedon & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Glen holds Series 7, Series 63, and Series 65 licenses. Glen specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
See schedule d - miscellaneous
1
2
CA
11/03/1988 - Present
UBS Financial Services Inc. (ROSEVILLE CA)
CA
11/08/1985 - 11/07/1988
CROWELL, WEEDON & CO. (LOS ANGELES CA)
NA
02/21/1985 - 12/18/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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