Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Kennedy is a financial advisor with Charles Schwab & Co., Inc. Glenn has over 30 years of experience in the financial industry. Glenn is registered with the Securities and Exchange Commission and holds the Series 7, 9, 10, 24, 63, and 66 licenses. Glenn is also a registered Investment Advisor representative in Colorado and Texas. Prior to joining Charles Schwab, Glenn was with GLOBAL FINANCIAL GROUP, INC., SCHNEIDER SECURITIES, INC., VTR CAPITAL, INC., and MLB INVESTMENTS, LTD. Glenn specializes in providing financial planning, portfolio management, and investment advice to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
07/25/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MN
07/27/1995 - 10/26/1998
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
CO
09/23/1992 - 07/28/1995
SCHNEIDER SECURITIES, INC. (DENVER CO)
NY
09/25/1990 - 09/25/1992
VTR CAPITAL, INC. (NEW YORK NY)
NA
03/25/1987 - 09/26/1990
MLB INVESTMENTS, LTD.
BOTH
Issued 06/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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