Unclaimed
Glenn Fiocca is an investment advisor representative with Newbridge Financial Services Group, Inc., a firm with offices in Boca Raton, FL and Syosset, NY. Glenn has been in the financial services industry since 1995, providing services to a range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Glenn holds multiple FINRA and state licenses. He is also a licensed insurance agent and sells life insurance and annuities.
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.
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.
Promoter fees
1
2
NY
01/04/2019 - Present
Newbridge Financial Services Group, Inc. (SYOSSET NY)
NY
09/22/2003 - 01/19/2007
GREAT EASTERN SECURITIES, INC. (SYOSSET NY)
NY
02/07/1997 - 10/17/2003
KIRLIN SECURITIES INC. (SYOSSET NY)
NJ
01/12/1995 - 02/20/1997
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NJ
01/03/1995 - 01/17/1995
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
BOTH
Issued 04/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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