Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Gardiner is a financial advisor with over 25 years of experience in the industry. Glenn is currently registered with Cuso Financial Services, LP in Avondale, PA and has been with the firm since August 2006. Previously, Glenn was employed by several firms including PNC Investments, TD Private Client Wealth LLC, Fidelity Brokerage Services LLC, Citizens Securities, Inc., and CCO Investment Services Corp. Glenn has a wide range of experience in the financial industry, and has a proven track record of success in providing financial advice to individuals and businesses. Glenn is committed to providing personalized service and helping clients achieve their financial goals.
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
PA
08/29/2024 - Present
Cuso Financial Services, LP (Avondale PA)
PA
11/27/2023 - 08/23/2024
PNC INVESTMENTS (GLEN MILLS PA)
PA
11/15/2022 - 11/24/2023
TD PRIVATE CLIENT WEALTH LLC (EXTON PA)
PA
07/21/2020 - 10/31/2022
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
PA
04/09/2019 - 07/09/2020
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
08/21/2006 - 03/29/2019
CUSO FINANCIAL SERVICES, L.P. (CHAMBERSBURG PA)
PA
11/24/2004 - 08/25/2006
CCO INVESTMENT SERVICES CORP. (PHILADELPHIA PA)
NY
10/04/2002 - 11/03/2004
MBSC, LLC (NEW YORK NY)
NY
10/30/2001 - 12/31/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
03/26/1998 - 07/17/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
04/06/1998 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
07/18/1995 - 08/29/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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