Unclaimed
Glenn Crawford is a financial advisor with over 30 years of experience. Currently, Glenn is registered with Western International Securities, Inc. Glenn is a Certified Financial Planner™ and provides financial planning, portfolio management, and investment advisory services.
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.
1
2
CA
05/09/2018 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
05/29/2007 - 05/02/2018
CITIGROUP GLOBAL MARKETS INC. (Westlake Village CA)
CA
02/15/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (WESTLAKE VILLAGE CA)
AZ
10/06/1994 - 09/14/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
08/13/1993 - 03/16/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
MN
04/04/1992 - 09/03/1993
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
07/27/1989 - 09/03/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/1989 - 09/03/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/03/1988 - 03/15/1989
CENTURY FINANCIAL SECURITIES, INC.
NA
08/23/1988 - 11/03/1988
BRENNAN ROSS SECURITIES, INC.
IA
Issued 05/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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