Unclaimed
John Derek Glicco is an investment advisor representative with Commonwealth Financial Network in Meridian, MS. John has been in the securities industry since 2004. John is a registered investment advisor representative in Mississippi. John has passed the Series 7, 63, and 65 exams. Commonwealth Financial Network, is a registered investment advisor, broker-dealer and member of FINRA and SIPC. John has a long history of working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. John offers a variety of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management. John is also a member of the National Association of Personal Financial Advisors (NAPFA).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
11/22/2021 - Present
Commonwealth Financial Network (Meridian MS)
MS
02/24/2009 - 03/01/2010
NEXT FINANCIAL GROUP, INC. (MERIDIAN MS)
MS
01/17/2006 - 03/04/2009
UBS FINANCIAL SERVICES INC. (MERIDIAN MS)
MS
12/17/2004 - 01/12/2006
CITIGROUP GLOBAL MARKETS INC. (MERIDIAN MS)
IA
Issued 11/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Glicco is the right advisor for you? Invested Better is here to help.