Unclaimed
Glenn Kenneth Gilliard is a financial advisor with J.P. Morgan Securities LLC, holding a Series 6, 63, and 65 license. Glenn has been active in the financial industry since 2015 and has experience with Wells Fargo Clearing Services, LLC. Glenn's expertise is in investment company products and variable contracts. He is registered to provide investment advice in Georgia. Glenn is dedicated to providing financial guidance and customized solutions to clients.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
01/25/2023 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
09/26/2015 - 06/15/2017
WELLS FARGO CLEARING SERVICES, LLC (ROSWELL GA)
BC
Issued 02/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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