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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Movish is a financial advisor with over 30 years of experience in the industry. Glenn Movish is currently registered with MAI Capital Management, LLC in Illinois as an Investment Advisor Representative. Before joining MAI Capital Management, LLC, Glenn Movish was previously registered with LaSalle St Securities, L.L.C. and Securities America, Inc.. Glenn Movish is also a Certified Financial Planner. Glenn Movish specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
IL
08/17/2023 - Present
MAI Capital Management, LLC (Bannockburn IL)
IL
07/31/2006 - 08/07/2023
LASALLE ST SECURITIES, L.L.C. (NORTHBROOK IL)
IL
12/21/1994 - 08/09/2006
SECURITIES AMERICA, INC. (NORTHBROOK IL)
IL
07/03/1991 - 12/20/1994
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
CT
10/15/1985 - 07/12/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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