Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Robert Davidow is a financial professional with over 30 years of experience. Glenn has worked with multiple firms including Ridgeway & Conger, Inc., Avalon Investment & Securities Group, Inc., Trustmont Financial Group, Inc., ING Financial Partners, Inc., and Princor Financial Services Corporation. Glenn currently works with IP Financial Advisory Services LLC, a firm based in Charlotte, North Carolina. Glenn is a Certified Financial Planner™ professional. Glenn provides advisory services, financial planning and consulting services to qualified retirement plans.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
NC
02/05/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
CA
07/15/2013 - 05/31/2016
RIDGEWAY & CONGER, INC. (WOODLAND HILLS CA)
AL
08/15/2012 - 07/16/2013
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
CA
01/03/2011 - 07/31/2012
TRUSTMONT FINANCIAL GROUP, INC. (WOODLAND HILLS CA)
CA
01/12/2009 - 12/17/2010
ING FINANCIAL PARTNERS, INC. (WOODLAND HILLS CA)
CA
11/12/2004 - 12/31/2008
PRINCOR FINANCIAL SERVICES CORPORATION (WOODLAND HILLS CA)
NA
12/10/1990 - 02/07/1992
TRAVELERS EQUITIES SALES, INC.
NA
08/23/1988 - 05/29/1990
PORTFOLIO SECURITIES CORPORATION
NA
01/15/1982 - 08/05/1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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