Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Healey is an active investment advisor representative, licensed in Washington and Texas. Glenn holds several industry licenses including Series 7, 63, and 66. Glenn is a registered representative of Eagle Strategies LLC, a registered investment advisor with offices in New York and Vancouver, Washington. Glenn has been working in the securities industry since December 15, 2019. Glenn Healey's current employment is with Eagle Strategies LLC. Glenn is also a registered representative of Cornerstone Wealth Strategies, LLC. Glenn is a licensed insurance broker. Glenn specializes in providing financial planning and investment advisory services to a variety of clients including individuals, corporations, and charitable organizations.
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.
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
WA
04/04/2022 - Present
Eagle Strategies LLC (VANCOUVER WA)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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