Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Krcmaric is a financial advisor with over 20 years of experience in the industry. Glenn is currently registered with Osaic Wealth, Inc. and previously held positions at SAGEPOINT FINANCIAL, INC., FSC SECURITIES CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Glenn has a broad range of experience providing financial planning, portfolio management, and pension consulting services. He is also a licensed insurance agent.
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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FL
01/02/2025 - Present
Osaic Wealth, Inc. (SUN CITY CENTER FL)
FL
11/29/2006 - 06/30/2023
SAGEPOINT FINANCIAL, INC. (SUN CITY CENTER FL)
GA
11/28/2006 - 11/29/2006
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
04/09/2004 - 11/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUN CITY CENTER FL)
FL
01/17/2002 - 08/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MN
08/22/2000 - 10/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/2000 - 10/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/04/1999 - 03/19/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
01/01/1999 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/22/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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