Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenda? Claim Your ProfileGlenda Gail Callanen is a financial advisor with over 30 years of experience in the financial services industry. Glenda is registered with PFG Advisors and holds the Series 7, Series 24, and Series 63 licenses as well as the SIE. Glenda's previous experience includes positions with Securities America, Inc., Foothill Securities, Inc., Cue Financial Group, Inc., and California One Investments. Glenda is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and selection of other advisors. Glenda has a long history of providing investment advice to individuals, high net worth individuals, corporations, and pension and profit-sharing plans.
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.
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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2
CA
10/30/2024 - Present
PFG Advisors (Santa Monica CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SANTA MONICA CA)
CA
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (SANTA MONICA CA)
CA
09/01/1993 - 08/03/2009
CUE FINANCIAL GROUP, INC. (SANTA MONICA CA)
NA
10/08/1991 - 09/09/1993
CALIFORNIA ONE INVESTMENTS
IL
10/01/1990 - 10/07/1991
AMA INVESTMENT ADVISERS, INC. (CHICAGO IL)
CA
04/17/1989 - 10/02/1990
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
07/09/1988 - 04/20/1989
ASSOCIATED PLANNERS SECURITIES CORPORATION
NA
06/19/1985 - 07/06/1988
AMERICAN PACIFIC SECURITIES CORPORATION
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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