Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glennel? Claim Your ProfileGlennel Warren Jordan is a financial advisor who has been in the industry since 2008. Glennel is currently registered with Osaic Wealth, Inc. and is licensed to offer securities and investment advice in several states. Glennel has a diverse background, having worked with several firms over the years including MML Investors Services, LLC, MSI Financial Services, Inc., LPL Financial LLC, Park Avenue Securities LLC, and Signator Investors, Inc. Glennel is passionate about helping clients achieve their financial goals, providing them with comprehensive financial planning, life insurance, securities, and long-term care insurance. Glennel is committed to providing excellent client service and building lasting relationships.
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.
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
HI
01/22/2019 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
03/25/2017 - 02/01/2019
MML INVESTORS SERVICES, LLC (HONOLULU HI)
HI
08/18/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
02/19/2013 - 08/31/2016
LPL FINANCIAL LLC (HALEIWA HI)
HI
08/03/2010 - 02/21/2013
PARK AVENUE SECURITIES LLC (HONOLULU HI)
HI
07/21/2008 - 07/23/2010
SIGNATOR INVESTORS, INC. (HONOLULU HI)
IA
Issued 01/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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