Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Jean Wing is a financial advisor at LPL Financial LLC in Brookfield, Wisconsin. Gloria has over 15 years of experience in the financial services industry. She is a registered representative and investment advisor representative. Gloria holds the Series 7, Series 66, and SIE licenses. Gloria has worked at several financial institutions, including Invest Financial Corporation, B. C. Ziegler and Company, and Robert W. Baird & Co. Incorporated. Gloria has a proven track record of helping clients achieve their financial goals. Gloria provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Gloria is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
WI
02/14/2018 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
05/18/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (BROOKFIELD WI)
WI
10/10/2008 - 05/10/2011
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
WI
07/10/2003 - 09/10/2008
ROBERT W. BAIRD & CO. INCORPORATED (WAUKESHA WI)
BOTH
Issued 05/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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