Unclaimed
Glenn Wright Draper is a financial professional with over 30 years of experience in the industry. Glenn has worked with multiple firms, including Robert W. Baird & Co. Incorporated, Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Glenn is registered as an investment advisor representative with Wells Fargo Clearing Services, LLC, where Glenn provides a variety of financial services. Glenn is a Chartered Financial Consultant and holds licenses for Series 6, 7, 63, and 65 exams.
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
AL
07/30/2024 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
AL
07/19/2002 - 07/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
WI
11/22/1991 - 05/02/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/13/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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