Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Eric Raese is a financial professional with over 27 years of experience in the financial services industry. Glenn is currently registered with Mariner Independent and is a licensed representative in California. Glenn specializes in providing financial planning, investment management, and retirement planning services to individuals and families, as well as business owners. Glenn is also a Chartered Financial Consultant (ChFC). Glenn's experience with Principal Securities, Inc., Principal Funds Distributor, Inc., WM Funds Distributor, Inc., E*TRADE Securities, Inc., and Franklin/Templeton Distributors, Inc. provides a diverse range of financial services knowledge.
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.
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.
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2
CA
01/12/2024 - Present
Mariner Independent (Roseville CA)
CA
08/13/2003 - 10/24/2023
PRINCIPAL FUNDS DISTRIBUTOR, INC. (FOLSOM CA)
CA
07/26/2010 - 12/26/2018
PRINCIPAL SECURITIES, INC. (Folsom CA)
IA
09/02/2000 - 12/02/2002
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
03/21/2000 - 05/31/2000
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
CA
10/13/1994 - 01/19/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 02/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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