Unclaimed
Hope Debbie-ann Glashen is a financial advisor with over 18 years of experience in the industry. Hope is registered with the state of North Carolina, South Carolina and Texas. Hope is currently employed by Vanguard Advisers, Inc. and has previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, M&T SECURITIES, INC., METLIFE SECURITIES INC., NYLIFE SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and EDWARD JONES. Hope holds the Series 7, Series 24, Series 63 and Series 65 licenses, and holds the SIE certification. Hope is a Certified Financial Planner. Hope specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
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.
1
2
NC
12/17/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
FL
10/16/2014 - 11/16/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)
NY
04/24/2013 - 05/06/2014
M&T SECURITIES, INC. (NEW YORK NY)
NY
02/25/2010 - 04/19/2013
METLIFE SECURITIES INC. (ELMSFORD NY)
NY
07/13/2009 - 02/26/2010
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
03/23/2004 - 03/16/2009
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MO
01/02/2002 - 07/24/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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