Invested Better
Unclaimed

Unclaimed

Unclaimed

Glenn Howard Werner

David Lerner Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Glenn? Claim Your Profile

About Glenn Howard Werner

Glenn Howard Werner is a registered representative with David Lerner Associates, Inc. Glenn is registered in 9 states and has been in the industry since March 3, 2013. Glenn holds the Series 63, Series 7, and SIE licenses.

Firm Information

Glenn Werner is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Glenn Werner’s Registration & Firm History

NY

03/04/2013 - Present

David Lerner Associates, Inc. (SYOSSET NY)

Not sure if Glenn Howard Werner is right for you?

Licenses & Designations

BC

Issued 03/28/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Glenn Howard Werner. Review regulatory record here.
Not sure if Glenn Howard Werner is right for you?