Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn R. Halsey is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Glenn has been in the securities industry since 2013 and is registered to offer investment advice in 35 states and the District of Columbia. Glenn has passed the Series 66, Series 7 and SIE exams. Glenn has a history of working for Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc.. Glenn is a General Partner for Halsey Family Limited Partnership, a Director for Halsey Family Foundation Inc., and an advisory board member for First Presbyterian Church. Glenn is also a committee member for the Town of Southampton Audit Advisory Committee and Southampton Village.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
08/21/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTHAMPTON NY)
BOTH
Issued 08/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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