Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Everett Welch is a financial advisor with over 25 years of experience in the industry. Glenn is registered with Morgan Stanley and has been with the firm since June 2009. Prior to that, Glenn worked at Citigroup Global Markets Inc. for over 12 years. Glenn holds licenses in several states, including Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Indiana, Maryland, Michigan, Minnesota, Nebraska, New Mexico, New York, Texas, Utah, Virginia, and Washington. Glenn's experience and expertise spans a wide range of financial services, including investment advisory, brokerage, and commodity trading. He provides a variety of services to his clients, including asset allocation, portfolio management, financial planning, and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (San Antonio TX)
TX
08/29/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
IA
Issued 09/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 3 - National Commodity Futures Examination
BC
Issued 10/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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