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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Cassidy is an investment advisor representative with Accelerate Retirement. Glenn is a registered investment advisor (IA) with the state of California. Glenn holds the Series 6, Series 63 and SIE licenses. Glenn has over 20 years of experience in the financial services industry, working with high-net-worth individuals, corporations and pension and profit-sharing plans. Glenn specializes in financial planning, portfolio management, and pension consulting. Glenn is passionate about helping clients achieve their financial goals.
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.
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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CA
05/10/2023 - Present
Accelerate Retirement (ALISO VIEJO CA)
CA
01/02/2019 - 12/31/2021
TRIAD ADVISORS LLC (Riverside CA)
CA
10/04/2017 - 12/31/2018
LPL FINANCIAL LLC (RIVERSIDE CA)
CO
07/12/2012 - 08/24/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
OH
05/10/2005 - 07/02/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
06/06/2000 - 09/18/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 10/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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