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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 Alan Rosen is a financial advisor with Creative Planning. Rosen has over 30 years of experience in the financial services industry. Rosen is registered with the state of Georgia. Rosen is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Rosen previously worked with MML Investors Services, Inc. and Linsco/Private Ledger Corp. Rosen has a wide range of experience in providing financial planning and investment management services to individuals, families, businesses, and retirement plans. Rosen's specializations include retirement planning, college savings, investment management, and estate planning.
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.
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
KS
07/28/2022 - Present
Creative Planning (OVERLAND PARK KS)
GA
04/21/2003 - 07/22/2006
MML INVESTORS SERVICES, INC. (MACON GA)
SC
12/10/2002 - 04/24/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
07/10/1989 - 12/16/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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