Unclaimed
Glenn Blachman is a financial advisor with over 25 years of experience in the industry. He is currently registered with Summit Financial, LLC in New Jersey and New York. Previously, Glenn has worked with BCG Securities, Inc., LPL Financial LLC, NRP Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Glenn is a Certified Financial Planner® and specializes in providing financial planning, investment management, and selection of other advisors for individuals and businesses. He is passionate about helping clients 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.
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
NJ
01/02/2025 - Present
Summit Financial, LLC (TOMS RIVER NJ)
NJ
10/04/2011 - 03/02/2015
BCG SECURITIES, INC. (WESTFIELD NJ)
NJ
11/30/2010 - 10/13/2011
LPL FINANCIAL LLC (WESTFIELD NJ)
NJ
01/15/2010 - 11/30/2010
NRP FINANCIAL, INC. (WEST FIELD NJ)
NJ
10/18/1994 - 01/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWARK NJ)
IA
Issued 01/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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