Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn David Lotenberg is a financial advisor currently registered with Raymond James & Associates, Inc. in Fort Lauderdale, Florida. Glenn has been in the financial industry since 2006. Prior to his current role, he was employed at Raymond James & Associates, Inc., Wells Fargo Advisors Financial Network, LLC, Advisors Asset Management, Inc., INCAPITAL LLC, and CIBC World Markets Corp. Glenn has experience in various financial services roles and holds multiple securities licenses and registrations.
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.
Please see note in schedule d - miscellaneous
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
FL
08/01/2024 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
FL
07/31/2020 - 01/22/2024
RAYMOND JAMES & ASSOCIATES, INC. (Fort Lauderdale FL)
FL
11/11/2019 - 07/07/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT LAUDERDALE FL)
FL
12/02/2016 - 06/20/2019
ADVISORS ASSET MANAGEMENT, INC. (Boca Raton FL)
FL
03/19/2007 - 07/11/2016
INCAPITAL LLC (BOCA RATON FL)
NY
12/02/2004 - 02/15/2007
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 11/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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