Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Warren McWherter has been working in the financial services industry since 2000. Glenn McWherter is currently registered as a registered representative and investment adviser representative with Wells Fargo Clearing Services, LLC. Previously, Glenn McWherter was employed with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., CAPITAL ONE INVESTMENT SERVICES LLC, UBS FINANCIAL SERVICES INC., MORGAN STANLEY DW INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and QUEST CAPITAL STRATEGIES, INC. Glenn McWherter holds several professional licenses, including Series 7, Series 10, Series 31, and Series 65. Glenn McWherter has specializations in the areas of retirement planning, education planning, long-term care planning, estate planning, and insurance planning. Glenn McWherter is affiliated with the First Baptist Church of Vidor, TX, where he serves as a member of the Finance Committee.
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.
1
2
TX
03/03/2016 - Present
Wells Fargo Clearing Services, LLC (BEAUMONT TX)
TX
10/01/2012 - 03/15/2016
J.P. MORGAN SECURITIES LLC (BEAUMONT TX)
TX
09/01/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEAUMONT TX)
TX
09/15/2009 - 01/20/2010
CAPITAL ONE INVESTMENT SERVICES LLC (BEAUMONT TX)
TX
12/06/2002 - 12/10/2007
UBS FINANCIAL SERVICES INC. (BEAUMONT TX)
NY
08/31/2000 - 12/09/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
04/30/1996 - 03/14/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
03/21/1996 - 05/14/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 09/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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