Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Glenn has been in the financial services industry since 1989. John David is currently registered as a Registered Representative and Investment Advisor Representative with United Planners' Financial Services of America A Limited Partner. John David has been registered with United Planners' Financial Services since 2011. Prior to that, John David was registered with BertheL, Fisher & Company Financial Services, Inc. and VSR Financial Services, Inc., both in San Diego, California. John David is also the owner of GH Wealth Management and J David Glenn, both of which are investment related businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
12/08/2011 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
01/07/2011 - 12/08/2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
04/15/2010 - 12/31/2010
VSR FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/04/2000 - 04/21/2010
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
AZ
11/14/1995 - 10/13/2000
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
11/19/1993 - 11/29/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
03/27/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
03/06/1992 - 03/30/1992
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
NY
02/07/1990 - 05/02/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
10/31/1988 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/25/1987 - 08/30/1988
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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