Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glyn? Claim Your ProfileGlyn Whyte is a financial advisor who has been working in the industry since 2016. Glyn is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Glyn has a history of working with various firms including Morgan Stanley, Charles Schwab & Co., Inc., and Citizens Bank. Glyn Whyte holds Series 7TO, Series 63, and Series 65 licenses. Glyn specializes in working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Glyn is also registered to provide investment advice in Michigan and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
08/10/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
11/01/2021 - 06/26/2023
CHARLES SCHWAB & CO., INC. (Novi MI)
MI
01/01/2020 - 03/04/2020
MORGAN STANLEY (FARMINGTON HILLS MI)
IA
Issued 03/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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