Unclaimed
Glenn Dydak is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with LPL Financial LLC and has held previous positions at PNC Investments, UVEST Financial Services Group, Inc., Wachovia Securities, Inc., First Union Brokerage Services, Inc., Prudential Securities Incorporated, Chase Futures & Options, Inc., and Dean Witter Reynolds Inc. Glenn Dydak holds Series 7, 15, 63, and 65 licenses, as well as the SIE exam. Glenn Dydak has been registered with the state of Pennsylvania since 2013 and with California since 2019. He offers a variety of services, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
02/26/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
PA
10/31/2008 - 06/03/2013
PNC INVESTMENTS (BENSALEM PA)
PA
01/19/2005 - 10/20/2008
UVEST FINANCIAL SERVICES GROUP, INC. (PLYMOUTH MEETING PA)
PA
03/22/2004 - 01/21/2005
PNC INVESTMENTS (PITTSBURGH PA)
NC
02/28/2003 - 03/29/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
10/01/2000 - 01/24/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
12/10/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/05/1997 - 12/07/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
11/21/1991 - 03/14/1996
CHASE FUTURES & OPTIONS, INC. (CHICAGO IL)
NY
07/29/1991 - 11/29/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1991
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
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