Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Michael Swafford is a financial advisor in Dallas, Texas, and has been in the financial services industry since February 2019. Glenn is a registered representative of Equitable Advisors, LLC and has a Series 7, Series 66 and SIE license. Glenn is also a Certified Financial Planner and a Chartered Financial Consultant. Glenn is committed to providing his clients with personalized financial planning and investment management services. Glenn has experience working with individuals, families, and small businesses. Glenn is passionate about helping his 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.
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.
1
2
TX
11/17/2023 - Present
Equitable Advisors, LLC (DALLAS TX)
AR
02/25/2019 - 11/29/2023
EDWARD JONES (Little Rock AR)
BOTH
Issued 03/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Glenn Swafford is the right advisor for you? Invested Better is here to help.
