Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Morey is an investment advisor representative at LPL Financial LLC. Glenn has been in the financial services industry since 1983 and has held securities licenses since 1983. Glenn holds the Series 7, Series 6, Series 24, and Series 63 licenses. Prior to joining LPL Financial LLC, Glenn worked at WS Griffith Securities, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and New England Securities. Glenn offers a variety of investment advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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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2
CA
05/28/2004 - Present
LPL Financial LLC (LA MESA CA)
CT
09/10/1996 - 06/14/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
03/17/1994 - 09/06/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/17/1994 - 09/06/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
03/15/1983 - 03/01/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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