Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenda? Claim Your ProfileGlenda Molina is a financial advisor with Waverly Advisors, LLC. Glenda has been working in the financial services industry since 2009. Glenda is a Certified Financial Planner™ and specializes in providing financial advice to individuals and families, as well as businesses and charitable organizations. She holds a Series 7 and Series 66 license. Glenda's previous experience includes working at FSC Securities Corporation and Edward Jones.
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.
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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TX
07/14/2023 - Present
Waverly Advisors, LLC (AUSTIN TX)
TX
05/23/2011 - 03/25/2013
FSC SECURITIES CORPORATION (AUSTIN TX)
MO
07/16/2009 - 09/22/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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