Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Jordan Leest is a financial advisor with WT Wealth Management, LLC. Glenn has been in the financial services industry since 2013. Glenn is registered to provide investment advice in Arizona, California, Nebraska, Nevada, New York, Oregon, Texas, Utah, and Washington. Glenn is also a registered representative of OneAmerica Securities, Inc. and holds Series 6, 63 and 65 licenses. Glenn's specialties include asset allocation, portfolio management, and financial planning. Glenn offers his services to individuals, families, and businesses. Glenn also conducts educational seminars on a variety of financial topics. Glenn is a resident of Scottsdale, Arizona, and has been serving clients in the Flagstaff area since 2015.
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.
Personalized portfolio management to meet individual financial objectives.
Variable annuities
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.
Fees for educational seminars
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AZ
11/30/2021 - Present
WT Wealth Management, LLC (SCOTTSDALE AZ)
AZ
08/21/2013 - 06/03/2015
ONEAMERICA SECURITIES, INC. (FLAGSTAFF AZ)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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