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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 Scot Sher has been in the financial services industry since October 1988. Glen Sher currently works as an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Glen Scot Sher provides financial advice to a wide variety of clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension plans, and insurance companies. Glen Sher is registered with FINRA and has a license to sell securities in the following states: California, Connecticut, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Virginia. Glen Sher also holds the Series 7, Series 63, and Series 65 licenses. Glen Sher has extensive experience in the financial services industry and is committed to providing clients with the highest level of service and advice.
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.
1
2
NY
05/20/2014 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
06/01/2009 - 05/19/2014
MORGAN STANLEY (JERICHO NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
11/18/2005 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
CT
04/15/1996 - 12/12/2005
ADVEST, INC. (HARTFORD CT)
NY
03/14/1994 - 04/22/1996
SMITH BARNEY INC. (NEW YORK NY)
NJ
09/25/1991 - 03/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/20/1989 - 10/03/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/08/1988 - 03/14/1989
J F LOWE & COMPANY INCORPORATED
NA
10/26/1988 - 12/13/1988
GREENTREE SECURITIES CORP.
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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