Unclaimed
Glenn Ngo is a registered representative with Park Avenue Securities LLC, a firm with offices in San Diego, California. He holds the Series 63, Series 6TO and SIE licenses and specializes in providing financial planning and portfolio management services to individuals. Glenn has worked in the financial industry since 2022 and previously worked for Northwestern Mutual Investment Services, LLC in Carlsbad, California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
03/22/2023 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
CA
02/11/2022 - 03/21/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CARLSBAD CA)
BC
Issued 03/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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