Unclaimed
Glenda Elizabeth Whitlock is a financial advisor with over 40 years of experience in the industry. Glenda is currently registered with Wells Fargo Advisors Financial Network, LLC, and is licensed to provide financial advice in Georgia and Texas. Glenda has experience serving a variety of client types, including individuals, businesses, charitable organizations, and pension plans. Glenda is committed to providing her clients with personalized financial advice and guidance, helping them to achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
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GA
08/29/2016 - Present
Wells Fargo Advisors Financial Network, LLC (PEACHTREE CITY GA)
GA
04/19/1983 - 03/11/2008
EDWARD JONES (FAYETTEVILLE GA)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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