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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 Copeland Williams is an Investment Adviser Representative with Osaic Wealth, INC., a firm with offices in Scottsdale, Arizona. Glenn has been in the financial services industry since 1987. Glenn is licensed in multiple states and holds the Series 6, 7, 22, 24, 63, and 65 licenses. Glenn specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Glenn also holds the Certified Financial Planner and Chartered Financial Consultant designations.
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.
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2
GA
01/19/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
06/11/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
DE
03/10/1995 - 06/25/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
04/29/1987 - 02/09/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 7/9/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 7/1/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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