Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Regan is a financial advisor at Edward Jones. Glenn has been in the industry since 1997 and has extensive experience with various financial products and services. Glenn has earned the Chartered Financial Analyst designation, demonstrating their commitment to professional development. Glenn has been registered with Edward Jones since January 2019. Prior to that, Glenn worked for UBS Financial Services Inc, Morgan Stanley, Citigroup Global Markets Inc, and Legg Mason Wood Walker, Incorporated. Glenn specializes in providing financial advice and portfolio management services to individuals, corporations, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
MO
01/14/2019 - Present
Edward Jones (ST. LOUIS MO)
NJ
04/04/2016 - 07/31/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/01/2009 - 10/16/2014
MORGAN STANLEY (PURCHASE NY)
NY
02/18/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
12/01/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 05/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 02/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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