Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Shaffer is a financial advisor with over 20 years of experience in the industry. Glenn is currently registered with Fidelity Personal And Workplace Advisors, which is a Boston, Massachusetts-based company. Glenn is registered to provide financial advice in 52 states. In addition to providing financial planning and investment advice, Glenn also provides educational seminars. Before joining Fidelity Personal And Workplace Advisors, Glenn was a financial advisor at Vanguard Marketing Corporation. Glenn holds the Series 6, 7, 63, 65 and SIE licenses. He is also a Certified Financial Planner.
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.
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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AZ
05/15/2023 - Present
Fidelity Personal AND Workplace Advisors (SCOTTSDALE AZ)
AZ
06/27/2002 - 09/24/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 06/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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