Unclaimed
Glen Stanley Haber is a registered investment advisor. Glen has been in the industry since 1997. Glen is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Previously, Glen was associated with MetLife Securities Inc. and Metropolitan Life Insurance Company. Glen holds the Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24 licenses. Glen specializes in providing investment advice and portfolio management for individuals and businesses. Glen's current firm manages over $1 trillion in assets and has 16965 clients. Glen's previous firm, MetLife Securities Inc., managed over $10 billion in assets.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
12/10/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
NJ
06/25/2015 - 09/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
11/17/2006 - 04/27/2012
METLIFE SECURITIES INC. (BRIDGEWATER NJ)
NJ
11/17/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BRIDGEWATER NJ)
NY
01/21/2000 - 04/03/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/26/1996 - 03/24/2000
PRINCETON FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
10/28/1993 - 10/16/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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