Unclaimed
Glenn Stears is a financial advisor with over 40 years of experience in the industry. Glenn is a Managing Partner with 360Blue Financial Strategies. Glenn Stears is registered with United Planners’ Financial Services of America, a Limited Partner. Glenn has a wide range of experience and provides services such as financial planning, pension consulting and the selection of other advisors. Glenn also specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Glenn is committed to providing personalized financial advice and helping clients reach their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
09/13/2017 - Present
United Planners' Financial Services OF America A Limited Partner (CHICAGO IL)
IL
09/23/1980 - 09/22/2017
WADDELL & REED (OAK BROOK IL)
IA
Issued 10/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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