Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Mellin is a financial advisor registered with Osaic Wealth, Inc. Glenn is a financial professional with over 30 years of experience in the industry. Glenn has been active as an Investment Advisor Representative since November 2, 2018. Glenn has a strong focus on providing financial planning and investment management services to individuals, businesses, and retirement plans. Glenn is committed to helping clients achieve their financial goals.
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.
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.
1
2
PA
11/02/2018 - Present
Osaic Wealth, Inc. (YARDLEY PA)
PA
05/23/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (YARDLEY PA)
NJ
06/17/2004 - 05/24/2016
METLIFE SECURITIES INC. (MOORESTOWN NJ)
NJ
06/17/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOUNT LAUREL NJ)
CT
11/29/1994 - 06/17/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
PA
11/05/1992 - 06/16/1993
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NY
08/01/1991 - 11/29/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
01/01/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
CT
10/06/1988 - 12/21/1989
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 02/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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