Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Kruger is an experienced financial professional with over 16 years of experience in the industry. Glen currently works at Raymond James & Associates, Inc., where is licensed as a registered representative. Glen has a diverse background having previously worked at Houlihan Lokey Capital, Inc., Houlihan Lokey Advisors, LLC, KeyBanc Capital Markets Inc., Pacific Crest Securities LLC, Oppenheimer & Co. Inc., CIBC World Markets Corp., and Covington Associates, LLC. Glen is a Series 7, Series 63, SIE and Series 79TO licensed professional.
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.
Please see note in schedule d - miscellaneous
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
FL
10/06/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
11/17/2021 - 10/13/2023
HOULIHAN LOKEY CAPITAL, INC. (NEW YORK NY)
NY
02/27/2017 - 10/13/2023
HOULIHAN LOKEY ADVISORS, LLC (NEW YORK NY)
MA
04/13/2015 - 02/21/2017
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
MA
09/06/2012 - 04/13/2015
PACIFIC CREST SECURITIES LLC (BOSTON MA)
MA
01/14/2008 - 09/07/2012
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
03/29/2007 - 01/14/2008
CIBC WORLD MARKETS CORP. (BOSTON MA)
MA
12/12/2006 - 04/12/2007
COVINGTON ASSOCIATES, LLC (BOSTON MA)
BC
Issued 03/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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