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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Fasani is an investment advisor representative registered with Ameriprise Financial Services, LLC. Glenn is based in Tampa, Florida. Glenn has been in the industry since January 12, 1997 and has been associated with Ameriprise Financial Services, LLC since May 3, 2019. Prior to Ameriprise, Glenn was associated with AXA ADVISORS, LLC. Glenn has the following licenses: Series 6, Series 7, Series 63, and Series 65. Glenn provides asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
05/03/2019 - Present
Ameriprise Financial Services, LLC (Tampa FL)
FL
01/13/1997 - 05/21/2019
AXA ADVISORS, LLC (TAMPA FL)
NY
01/13/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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