Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Patrick Glancy

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Patrick Glancy

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).

Firm Information

Joseph Glancy is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Glancy’s Registration & Firm History

GA

07/12/2023 - Present

Allstate Financial Services, LLC (ACWORTH GA)

GA

06/29/2000 - 05/23/2023

ALLSTATE FINANCIAL SERVICES, LLC (ACWORTH GA)

Not sure if Joseph Patrick Glancy is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Patrick Glancy.
Not sure if Joseph Patrick Glancy is right for you?