Unclaimed
Glenn Zavorskas is a financial advisor with Principle Wealth. Glenn has been working in the financial services industry since 2007. Glenn holds the Series 6, 7, 63, 66, and SIE licenses and is a Certified Financial Planner. Glenn is registered to provide investment advice in Connecticut. Glenn has experience working with individual clients, corporations, pension and profit sharing plans, and charitable organizations. Glenn provides financial planning, portfolio management and selection of other advisors services.
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.
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.
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2
CT
01/07/2022 - Present
Principle Wealth (MADISON CT)
CT
01/08/2019 - 12/20/2021
RBC CAPITAL MARKETS, LLC (GLASTONBURY CT)
CT
05/31/2016 - 01/16/2019
WELLS FARGO CLEARING SERVICES, LLC (ESSEX CT)
CT
09/27/2007 - 04/13/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
04/24/2007 - 08/21/2007
PRUCO SECURITIES, LLC. (NORTH FRANKLIN CT)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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