Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Randall Zaugg is a financial advisor with Avantax Investment Services, Inc. Glen has been in the financial services industry since October 28, 2015. Glen is registered with the state of Utah and holds Series 6, Series 63, and SIE licenses. Previously, Glen was affiliated with Transamerica Financial Advisors, Inc. in Cottonwood Heights, Utah.
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.
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.
1
2
UT
02/05/2019 - Present
Avantax Investment Services, Inc. (Orem UT)
UT
01/05/2015 - 04/13/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (COTTONWOOD HEIGHTS UT)
BC
Issued 01/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Glen Zaugg is the right advisor for you? Invested Better is here to help.
