Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Stewart Allan has been in the securities industry since August 1993. Glenn has worked as an investment advisor representative with Capital Analysts since June 2012. Before that, Glenn worked at CAPITAL ANALYSTS, INCORPORATED from April 1995 to June 2012 and FIDELITY EQUITY SERVICES CORPORATION from August 1993 to April 1995.
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.
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.
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
MA
06/19/2012 - Present
Capital Analysts (AMHERST MA)
MA
04/06/1995 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (AMHERST MA)
NA
08/13/1993 - 04/06/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 08/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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