Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Jeffrey Reis is an Investment Advisor Representative at Cetera Investment Advisers LLC. Glenn has been in the financial services industry since August 23, 1983. Prior to joining Cetera Investment Advisers LLC, Glenn was registered with Girard Securities, Inc. and Spelman & Co., Inc.. Glenn is currently registered with the state of California as an Investment Advisor Representative. Glenn has also passed the Series 63, Series 7, Series 24 and the SIE examinations. Glenn specializes in Retirement Planning, Investment Management, College Savings, Estate Planning, and Insurance.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (MONTEREY CA)
CA
08/16/2002 - 11/01/2017
GIRARD SECURITIES, INC. (Monterey CA)
AZ
12/19/1997 - 08/21/2002
SPELMAN & CO., INC. (PHOENIX AZ)
CA
08/24/1983 - 01/08/1998
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
BC
Issued 03/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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