Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Kurlander is a financial advisor with Morgan Stanley. Glenn has been in the industry since 2004. Glenn has a Series 7, Series 63, Series 24, and Series 66 licenses. Glenn has over 15 years of experience in the financial services industry. Glenn holds a Series 7, Series 63, Series 24, and Series 66 licenses. Glenn's past experience includes a role at CITIGROUP GLOBAL MARKETS INC. Glenn is registered with both FINRA and the SEC. Glenn has experience with a wide range of clients, including individuals, families, and businesses. Glenn provides a variety of financial services, including investment management, financial planning, and retirement planning. Glenn is committed to providing his clients with personalized and comprehensive financial advice. Glenn is also a co-trustee at BANK OF NY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/29/2015 - Present
Morgan Stanley (Palm Beach Gardens FL)
NY
09/08/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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