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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 Richards Pier is a financial advisor with Prosperity Capital Advisors. Glen has been in the industry since 2004 and holds a Series 63 and Series 65 licenses, along with Series 6, Series 22 and SIE licenses. Glen has experience in various financial services, including property management, avatar training and tax preparation. Glen has been registered with Prosperity Capital Advisors since 2012 and has been a chapter president for the American Financial Education Alliance since 2015. Glen offers various financial services, including portfolio management, financial planning, and educational seminars. Glen is also licensed to sell life, health, disability, annuities, Medicare supplements and long-term care.
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.
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.
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NC
12/21/2012 - Present
Prosperity Capital Advisors (ARDEN NC)
GA
11/16/2012 - 12/31/2017
MERCAP SECURITIES, LLC (ATLANTA GA)
NC
07/23/2010 - 11/15/2012
THE INVESTMENT CENTER, INC. (ARDEN NC)
NC
08/21/2006 - 07/26/2010
NEXT FINANCIAL GROUP, INC. (ARDEN NC)
NC
12/08/2004 - 08/21/2006
USALLIANZ SECURITIES, INC. (ASHEVILLE NC)
MN
09/13/2004 - 09/28/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 07/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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