Unclaimed
Glenn Clarence Guerin is a financial advisor registered with LPL Financial LLC. Glenn has over 30 years of experience in the financial services industry. Glenn is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 24, 63 and 66 licenses. Glenn's previous employment includes PNC Investments, UVEST Financial Services Group, Inc., Financial Network Investment Corporation, Commerce Capital Markets, Inc., FISERV Investor Services, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, First Hanover Securities, Inc., Sun Investment Services Company, Capital Analysts, Incorporated, and MacGregor Financial Securities, Inc. Glenn has been registered with LPL Financial LLC since 2004 and specializes in 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
NJ
04/09/2013 - Present
LPL Financial LLC (BRIDGEWATER NJ)
PA
03/22/2004 - 09/28/2004
PNC INVESTMENTS (PITTSBURGH PA)
NC
10/16/2002 - 03/29/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
03/22/1999 - 11/14/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
02/10/1999 - 02/16/1999
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
CA
12/10/1997 - 01/22/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
05/21/1996 - 12/23/1997
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
04/05/1995 - 12/13/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/05/1995 - 12/13/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
01/23/1989 - 07/03/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NA
08/11/1986 - 03/18/1987
SUN INVESTMENT SERVICES COMPANY
NA
08/14/1985 - 06/11/1986
CAPITAL ANALYSTS, INCORPORATED
NA
03/23/1983 - 08/20/1985
MACGREGOR FINANCIAL SECURITIES, INC.
BOTH
Issued 06/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Glenn Guerin is the right advisor for you? Invested Better is here to help.