Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Whittington is a registered representative with Fifth Third Securities, Inc., in Cincinnati, OH. Glen has over 8 years of experience in the financial services industry. Glen is a Series 7, Series 24, Series 52, Series 53, Series 66, and SIE licensed professional. Glen also holds a Series 57TO license. Glen has previously worked with Triad Advisors LLC, SagePoint Financial, Inc., MML Investors Services, LLC, The Huntington Investment Company, BMO Nesbitt Burns Securities Ltd., and J.P. Morgan Securities LLC. Glen specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients.
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.
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.
Sponsor wrap fee program
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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2
OH
04/20/2023 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
GA
10/07/2022 - 04/04/2023
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
10/07/2022 - 12/08/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MA
08/18/2021 - 08/03/2022
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
OH
03/19/2019 - 09/01/2020
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NA
11/17/2017 - 03/14/2018
BMO NESBITT BURNS SECURITIES LTD. (MONCTON, NEW BRUNSWICK )
OH
01/16/2014 - 11/01/2017
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 4/7/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/7/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/5/2014
Series 4 - Registered Options Principal Examination
BC
Issued 2/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 3/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 1/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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