Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Seitz is a financial professional with over 15 years of experience in the industry. Glenn has a strong background in investment management, financial planning, and retirement planning. Glenn is currently registered with Ameriprise Financial Services, LLC. Previously, Glenn was registered with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. Glenn holds the Series 6, 7, 24, 26, 63, and SIE licenses. Glenn's specializations include retirement planning, college savings, and investment management.
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.
Asset allocation services
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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2
CA
05/15/2023 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
02/19/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
09/20/2004 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 10/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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