Unclaimed
Glenn Harmon Stroer is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Glenn is a registered advisor in Kansas and Texas. Glenn has over 11 years of experience in the financial services industry. Prior to joining Raymond James, Glenn was employed by Cambridge Investment Research, Inc. and Wells Fargo Advisors, LLC. Glenn has a Series 66 and Series 7 license as well as the SIE exam. Glenn’s area of specialization includes financial planning, portfolio management, and investment consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
03/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Overland Park KS)
TX
02/07/2014 - 03/10/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Austin TX)
KS
08/22/2011 - 02/10/2014
WELLS FARGO ADVISORS, LLC (SALINA KS)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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