Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glenna? Claim Your ProfileGlenna Durwin is a financial advisor with over 2 years of experience in the industry. Glenna is registered with Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, LLC in New York. Glenna specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Glenna's clients are primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Glenna's compensation arrangements include fixed fees, percentage of assets, and other.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
02/16/2022 - Present
Avantax Advisory Services (ROCHESTER NY)
BOTH
Issued 02/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Glenna Durwin is the right advisor for you? Invested Better is here to help.
