Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen V Guglielmina is a registered investment advisor representative with Arkadios Wealth Advisors. Glen has been in the financial services industry for over 14 years, and Glen is also a licensed insurance agent in California. Glen's previous employment was with Investment Architects, Inc. Glen is a licensed investment advisor in California, Arizona, Nevada, Florida and Oregon. Glen has passed the Series 6, Series 63, Series 65, and SIE exams.
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.
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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CA
02/28/2023 - Present
Arkadios Wealth Advisors (Redwood City CA)
CA
12/22/2008 - 01/03/2022
INVESTMENT ARCHITECTS, INC. (REDWOOD SHORES CA)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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