Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glynis? Claim Your ProfileGlynis Hope Banhan is a financial advisor who has been in the industry for over 10 years. Glynis is currently registered with Edelman Financial Engines and is licensed in Florida and Texas. Glynis has previously worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, and MWA Financial Services Inc. Glynis holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Glynis also holds the Certified Financial Planner designation. Glynis specializes in providing financial planning services to individuals, families, and businesses. Glynis has a passion for helping people achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
03/02/2022 - Present
Edelman Financial Engines (BOCA RATON FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (AVENTURA FL)
FL
08/11/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (AVENTURA FL)
FL
01/04/2014 - 08/07/2014
MWA FINANCIAL SERVICES INC. (COCONUT CREEK FL)
BC
Issued 06/28/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Glynis Banhan is the right advisor for you? Invested Better is here to help.
