Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Richard Kubiak is a financial advisor with over 28 years of experience in the industry. Glenn is currently registered with Cetera Investment Advisers LLC and holds licenses in multiple states. He has a strong background in financial planning, portfolio management, and investment advisory services. Glenn has served individuals, families, and businesses with their financial needs. Previously, Glenn held positions with Waddell & Reed, Inc., and American Express Financial Advisors Inc. Glenn is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
IL
07/14/2023 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
KS
10/28/1987 - 12/31/1988
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
12/02/1986 - 02/10/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 8/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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