Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenn? Claim Your ProfileGlenn Wheelock is a financial advisor with Raymond James & Associates, Inc. Glenn Wheelock has been in the financial industry for over 30 years and has a broad range of experience in providing financial advice to individuals, families, and businesses. Glenn Wheelock is a registered representative in Florida and Texas, and has offices in Orlando, FL, Oakland, FL, and several other states.
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.
Please see note in schedule d - miscellaneous
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.
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2
FL
01/04/2016 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
FL
10/01/2000 - 11/03/2015
WELLS FARGO ADVISORS, LLC (CASSELBERRY FL)
NC
08/07/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/21/1993 - 07/12/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/24/1992 - 09/08/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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