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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 Unser is an investment advisor representative with Osaic Wealth, Inc. Glenn has been in the securities industry since 2007 and holds licenses in California, Texas and New York. Glenn holds the Series 6, 7, 26, 63 and 66 securities licenses and the SIE. He is also registered as an Investment Advisor Representative in California and Texas. Glenn is experienced in working with high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, individuals other than high net worth, and state or municipal government entities. He is also experienced in providing financial planning services and portfolio management for individuals and businesses. Glenn also provides educational seminars and helps clients select other advisors.
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.
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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CA
10/29/2024 - Present
Osaic Wealth, Inc. (GARDENA CA)
CA
09/03/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GARDENA CA)
BOTH
Issued 07/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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