Unclaimed
Glenn Albert Hamler is a financial advisor with over 35 years of experience in the financial services industry. Glenn has held numerous positions in the financial services industry, including at UBS Financial Services Inc. and Stifel, Nicolaus & Company, Incorporated. Glenn is currently registered with Janney Montgomery Scott LLC. Glenn is also a Registered Investment Advisor (RIA) and holds Series 7, Series 24, Series 26, Series 63, and Series 65 licenses. Glenn specializes in financial planning, portfolio management, and retirement planning. Glenn serves individual, corporate, and institutional clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
06/27/2022 - Present
Janney Montgomery Scott LLC (Mystic CT)
FL
09/30/2010 - 04/08/2022
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
CT
11/25/2005 - 10/01/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW LONDON CT)
CT
07/16/1992 - 12/19/2005
ADVEST, INC. (HARTFORD CT)
NY
04/30/1991 - 07/21/1992
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
12/19/1989 - 04/30/1991
MABON, NUGENT & CO.
WI
12/20/1988 - 10/03/1989
ISFA CORPORATION (APPLETON WI)
NA
09/24/1987 - 12/15/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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