Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glen? Claim Your ProfileGlen Wright is a financial advisor with Robert W. Baird & Co. Inc., and has over 3 years of experience in the financial services industry. Glen has a Series 7, Series 66 and SIE license. Prior to working with Robert W. Baird & Co. Inc., Glen worked with EDWARD JONES. Glen currently holds licenses to advise in 26 states and has obtained registrations in Washington, Wisconsin and Texas. Glen is a registered Investment Advisor Representative and can provide investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Glen's specialties include financial planning, portfolio management, and retirement planning.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
02/24/2020 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
08/23/2016 - 01/06/2020
EDWARD JONES (BELLEVUE WA)
BOTH
Issued 09/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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