Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Thomas is a financial advisor with TD Private Client Wealth LLC. Glenn has over 30 years of experience in the financial services industry. Glenn has a strong background in wealth management, and specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Glenn holds the Certified Financial Planner designation and has passed the Series 7, Series 24, Series 27, Series 53, Series 63 and Series 65 exams. Previously, Glenn has been registered with M HOLDINGS SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, WACHOVIA SECURITIES, LLC, INVESTMENT PERSPECTIVES SECURITIES, LTD., U.S. SECURITIES, INC., MUTUAL SERVICE CORPORATION, LOWRY FINANCIAL SERVICES CORPORATION, and CORNERSTONE FINANCIAL PLANS, LTD.. Glenn is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/09/2023 - Present
TD Private Client Wealth LLC (Haverford PA)
PA
02/04/2016 - 08/28/2020
SANTANDER SECURITIES LLC (Philadelphia PA)
PA
05/13/2015 - 11/19/2015
M HOLDINGS SECURITIES, INC. (BETHLEHEM PA)
PA
09/29/2011 - 12/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHLEHEM PA)
PA
11/21/2007 - 08/08/2011
WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)
MO
10/04/2002 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
PA
01/20/1995 - 09/27/2002
INVESTMENT PERSPECTIVES SECURITIES, LTD. (EMMAUS PA)
CT
05/10/1989 - 01/27/1995
U.S. SECURITIES, INC. (HARTFORD CT)
NA
03/31/1989 - 08/14/1989
MUTUAL SERVICE CORPORATION
NA
04/20/1983 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
08/21/1984 - 01/14/1986
CORNERSTONE FINANCIAL PLANS, LTD.
IA
Issued 09/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/26/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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