Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Wake is a registered investment advisor with over 40 years of experience in the financial services industry. Glenn is currently affiliated with Osaic Wealth, Inc. and is registered to provide investment advice in Oklahoma and Texas. Glenn has a broad range of experience, having previously worked at a number of firms including Sagepoint Financial, Inc., SunAmerica Securities, Inc., Walnut Street Securities, Inc., T.L. Hill Securities, Inc., Investors Brokerage Services, Inc., United Fidelity Investments, Inc., and CIGNA Securities, Inc.. Glenn holds a variety of licenses, including Series 6, 63, 22, 26, 65, 72, and SIE. Glenn's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars.
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
09/01/2023 - Present
Osaic Wealth, Inc. (GRAND PRAIRIE TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GRAND PRAIRIE TX)
AZ
09/23/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
08/27/1987 - 09/20/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/13/1985 - 08/22/1987
T.L. HILL SECURITIES, INC.
NA
02/01/1985 - 07/20/1987
INVESTORS BROKERAGE SERVICES, INC.
NA
03/05/1984 - 12/27/1984
UNITED FIDELITY INVESTMENTS, INC.
NA
10/04/1982 - 07/18/1983
CIGNA SECURITIES, INC.
IA
Issued 07/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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