Unclaimed
Glenn Scharf is an investment advisor representative with Next Financial Group, Inc. Glenn has been in the industry since July 20, 1987. Glenn works in the Sarasota, Florida office of Next Financial Group, Inc. Glenn has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the General Securities Principal Examination, and the Securities Industry Essentials Examination. Glenn holds active securities licenses in multiple states.
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.
Seminar/workshop attendance fees
1
2
FL
12/22/2023 - Present
Next Financial Group, Inc. (SARASOTA FL)
PA
01/31/1995 - 09/06/2011
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
NY
07/21/1987 - 01/30/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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