Unclaimed
Glenn Reis is a registered investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since August 1983. Glenn is a Series 7, Series 24 and SIE licensed advisor and holds a Series 63 license as well. Cetera Investment Advisers LLC manages assets for individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, banking or thrift institutions and state or municipal government entities. Glenn’s previous firms include Girard Securities, Inc., Spelman & Co., Inc., and M.L. Stern & Co. Inc. Glenn is also a board member of a non-profit organization, AL and Friends, and a successor trustee.
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
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 3/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/8/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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