Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Palmitessa is a financial advisor with Ameriprise Financial Services, LLC, with over 23 years of experience in the industry. Glenn has a strong background in securities, having earned their Series 7, 31, and 63 licenses, and the SIE and Series 65 exams. They are also a Certified Financial Planner. Glenn has previously worked with Wells Fargo Clearing Services, LLC and Morgan Stanley. Glenn's areas of specialization include portfolio management for individuals and businesses, financial planning, and asset allocation services. Glenn works with a wide range of clients including individuals, families, businesses, trusts, and charitable organizations.
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.
Asset allocation services
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.
1
2
PA
03/01/2023 - Present
Ameriprise Financial Services, LLC (PLYMOUTH MEETING PA)
PA
02/09/2015 - 08/14/2018
WELLS FARGO CLEARING SERVICES, LLC (MAPLE GLEN PA)
PA
06/01/2009 - 02/23/2015
MORGAN STANLEY (DOYLESTOWN PA)
PA
04/24/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STROUDSBURG PA)
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Glenn Palmitessa is the right advisor for you? Invested Better is here to help.
