Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Trotter is a financial advisor at LPL Enterprise, LLC, in Fort Mill, South Carolina. Glenn has been in the industry since 2014 and has a variety of experience, including working with TD Ameritrade, Inc. and Charles Schwab & Co., Inc. Glenn is licensed to provide investment advice in South Carolina and Missouri, and has obtained Series 6, 7, 24 and 63 licenses. Glenn also holds the Series 4 and SIE certifications. Glenn provides a range of services, including financial planning, portfolio management for individuals and businesses, as well as 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
SC
05/28/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
MO
09/01/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
01/29/2018 - 09/01/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
06/22/2016 - 01/29/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
04/01/2014 - 05/10/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (ST. LOUIS MO)
MO
04/01/2014 - 05/10/2016
METLIFE SECURITIES INC. (ST. LOUIS MO)
BC
Issued 07/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 4 - Registered Options Principal Examination
BC
Issued 05/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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