Unclaimed
Glenn Hammill is a registered investment advisor representative with Osaic FA, Inc. Glenn holds the Series 7, Series 66 and SIE securities licenses. He has been in the financial services industry since June 13, 2012. Glenn's experience includes offering accounting, tax-related business planning, personal tax planning, personal tax return preparation, and business management services. Glenn also holds a license as an insurance agent offering accident, health, disability, long-term care, traditional life insurance, fixed and indexed annuities. Glenn is a CPA and offers financial planning services as part of his business practice.
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.
Retirement plan consulting services provided on a limited basis.
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
CA
09/10/2012 - Present
Osaic FA, Inc. (WALNUT CREEK CA)
BOTH
Issued 08/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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