Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Drake is a financial advisor with over 30 years of experience in the industry. Glenn Drake is registered with LPL Financial LLC and has also held previous positions with firms such as WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, and DREXEL BURNHAM LAMBERT INCORPORATED. Glenn Drake is a CERTIFIED FINANCIAL PLANNER™ professional and holds several securities licenses, including Series 3, 7, 9, 10, 31, 63, and 65. Glenn Drake specializes in a wide range of services, including financial planning, portfolio management, and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/25/2020 - Present
LPL Financial LLC (CROWNSVILLE MD)
MD
04/23/2010 - 06/26/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CROWNSVILLE MD)
MD
01/01/2008 - 04/23/2010
WELLS FARGO ADVISORS, LLC (ANNAPOLIS MD)
MD
06/25/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANNAPOLIS MD)
NY
05/22/1989 - 06/28/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/25/1988 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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