Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Andrew Perry is a financial advisor with over 8 years of experience in the financial services industry. Glenn currently works with Fidelity Personal And Workplace Advisors. Prior to joining Fidelity Personal And Workplace Advisors, Glenn worked with PRUCO SECURITIES, LLC. Glenn is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Glenn has a history of working with high net worth individuals, corporations, and pension plans. Glenn's specializations include financial planning, portfolio management for businesses and individuals, and selection of other advisors. Glenn has been registered with FINRA and has been actively registered with the state of Colorado since 2018.
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.
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.
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2
CO
12/14/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
07/01/2015 - 11/19/2018
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
IA
Issued 08/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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