Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Daniel Potolsky is a financial professional with over 20 years of experience in the industry. Glenn has held positions at prominent firms such as J.P. Morgan Securities LLC and Bear, Stearns & Co. Inc. Currently, Glenn is registered with Allstate Financial Services, LLC and holds Series 7, Series 63, and SIE licenses. Glenn is licensed to offer securities and investment advisory services in Florida and New Jersey.
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.
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.
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NJ
07/27/2018 - Present
Allstate Financial Services, LLC (Gillette NJ)
NY
05/31/2002 - 08/03/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/24/2000 - 02/26/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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