Unclaimed
Glenn Anderson Darrah is a financial advisor with over 25 years of experience in the financial services industry. Glenn is a registered representative of Wells Fargo Clearing Services, LLC. Glenn has previously worked for Morgan Stanley and Citigroup Global Markets Inc. Glenn is a Series 7 and Series 63 licensed professional with a Series 65 license and holds the SIE designation.
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.
Investment consulting services to institutional clients
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.
1
2
OH
05/17/2019 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
OH
06/01/2009 - 05/21/2019
MORGAN STANLEY (WESTLAKE OH)
OH
06/05/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
NY
05/26/1995 - 09/28/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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