Unclaimed
Glen Thomas Flanaghan is an Investment Advisor Representative at TD Private Client Wealth LLC with over 20 years of experience in the financial services industry. Glen has worked with TD Ameritrade, Charles Schwab & Co., Inc. and ING Financial Partners, Inc. Glen has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Glen is registered to provide investment advice in Connecticut, Florida, Maryland, Massachusetts, New Hampshire, and Vermont.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
02/10/2025 - Present
TD Private Client Wealth LLC (HARTFORD CT)
CT
01/26/2022 - 04/12/2024
CHARLES SCHWAB & CO., INC. (West Hartford CT)
CT
01/08/2013 - 04/12/2024
TD AMERITRADE, INC. (West Hartford CT)
CT
08/23/2011 - 01/04/2013
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
03/13/2007 - 07/26/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
05/18/2006 - 02/27/2007
BANCNORTH INVESTMENT GROUP, INC. (WEST HARTFORD CT)
CT
01/21/2004 - 05/16/2006
NEWALLIANCE INVESTMENTS, INC. (NEW HAVEN CT)
FL
10/04/2002 - 01/14/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NH
12/01/1999 - 03/27/2002
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NY
12/05/1995 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
10/09/1992 - 09/13/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
02/06/1992 - 07/09/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/06/1992 - 07/09/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 03/02/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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