Unclaimed
Glenn Arons is a financial advisor at Gries Financial Partners. Glenn has been in the industry for over 20 years and has a wide range of experience. Glenn is registered as an investment advisor representative in Maryland and Texas. Glenn is also a Registered Representative and holds FINRA Series 6, 7, 63 and 65 licenses. Glenn is committed to providing clients with personalized financial advice and helping 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.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
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2
MD
10/16/2020 - Present
Gries Financial Partners (Potomac MD)
MD
05/03/1999 - 12/06/2018
PARK AVENUE SECURITIES LLC (BETHESDA MD)
NY
07/06/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/01/1994 - 01/23/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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