Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Livingston is a financial advisor with over 20 years of experience in the financial services industry. Glenn is registered with LPL Financial LLC and has a series 7, 66, and SIE licenses. Glenn is licensed in 48 states and Washington, D.C. in addition to being registered with the state of Texas. Prior to joining LPL Financial, Glenn was with Intersecurities, Inc. and Invest Financial Corporation. Glenn’s experience includes providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
02/14/2018 - Present
LPL Financial LLC (OWINGS MILLS MD)
MD
05/15/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (WESTMINSTER MD)
MD
01/28/2004 - 05/21/2009
INTERSECURITIES, INC. (WESTMINSTER MD)
IL
03/24/2003 - 02/24/2004
PMG SECURITIES CORPORATION (ELGIN IL)
BOTH
Issued 02/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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