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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Stoddard is a financial advisor who has been in the industry since 1995. Glenn is currently registered with Wells Fargo Advisors Financial Network, LLC. He is licensed to provide investment advice in California, Montana, and Texas. Prior to joining Wells Fargo Advisors Financial Network, LLC, Glenn worked with Wells Fargo Clearing Services, LLC and Morgan Stanley & Co. Incorporated. Glenn holds the Series 7, 31, and SIE licenses. He is also a Series 63 and 65 licensed advisor. Glenn focuses on providing investment consulting services to institutional clients. He has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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
10/11/2019 - Present
Wells Fargo Advisors Financial Network, LLC (IRVINE CA)
CA
01/30/2009 - 10/11/2019
WELLS FARGO CLEARING SERVICES, LLC (MISSION VIEJO CA)
CA
04/02/2007 - 02/02/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
08/06/2001 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
NJ
09/18/1995 - 08/31/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 10/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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