Unclaimed
Joseph Glancy is a financial professional with over two decades of experience in the industry. Joseph currently works for Allstate Financial Services, LLC, a firm with a national reach. Joseph is licensed to offer securities and investment advice in Georgia. He is also a registered representative with FINRA. Joseph holds a Series 6 license and a Series 63 license, as well as the Securities Industry Essentials Exam (SIE).
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.
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.
1
2
GA
07/12/2023 - Present
Allstate Financial Services, LLC (ACWORTH GA)
GA
06/29/2000 - 05/23/2023
ALLSTATE FINANCIAL SERVICES, LLC (ACWORTH GA)
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Glancy is the right advisor for you? Invested Better is here to help.