Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Jay Tassey is a financial advisor at Cadaret, Grant & CO., Inc., a firm with offices in Altoona, PA and Berlin, NH. Glenn has been a financial advisor for over 25 years and is committed to providing personalized financial advice and guidance to his clients. Glenn is also a Chartered Financial Consultant and has a Series 6, Series 26, and Series 63 licenses. Glenn is passionate about helping individuals and families reach their financial goals and achieve their financial dreams.
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.
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
PA
01/02/2020 - Present
Cadaret, Grant & CO., Inc. (Altoona PA)
NH
02/11/2008 - 12/31/2019
PRINCIPAL SECURITIES, INC. (BERLIN NH)
NH
11/08/1995 - 12/31/2007
INVESTORS CAPITAL CORP. (BERLIN NH)
CA
05/04/1994 - 11/27/1995
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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