Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenis? Claim Your ProfileGlenis Burgos is a financial advisor with over 25 years of experience in the industry. Glenis is currently registered with Wells Fargo Clearing Services, LLC in St. Louis, MO, and has previously worked with several other firms including Morgan Stanley, Atlas One Financial Group, LLC, Wachovia Securities, LLC, and Lehman Brothers Inc. Glenis has a wide range of experience and is well-equipped to provide financial advice to individuals, businesses, and institutions.
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.
1
2
MO
10/31/2022 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
FL
02/07/2013 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
10/25/2012 - 02/01/2013
MORGAN STANLEY (MIAMI FL)
FL
10/15/2008 - 11/06/2012
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
FL
06/30/2008 - 10/15/2008
WACHOVIA SECURITIES, LLC (MIAMI FL)
FL
05/14/2008 - 06/05/2008
LEHMAN BROTHERS INC. (MIAMI FL)
FL
07/07/2006 - 05/06/2008
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
FL
03/21/2003 - 06/30/2006
ALLSTATE FINANCIAL SERVICES, LLC (DORAL FL)
NY
11/24/2000 - 03/21/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NE
02/18/2003 - 03/04/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
09/12/2000 - 12/05/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
07/23/1996 - 07/21/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2010
Series 4 - Registered Options Principal Examination
BC
Issued 03/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 02/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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