Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Shaikun is a financial advisor with over 40 years of experience in the financial services industry. Glenn is currently registered with Osaic Wealth, Inc. and provides a variety of financial planning services to individuals, businesses, and charitable organizations. Glenn is a Certified Financial Planner. He is committed to providing personalized financial advice and helping clients achieve their financial goals. Previously Glenn was associated with Securities America, Inc. and Investacorp, Inc..
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
NY
10/02/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
08/18/1994 - 07/17/2020
INVESTACORP, INC. (WILLIAMSVILLE NY)
NJ
11/11/1980 - 08/25/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 10/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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