Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mcknight Glenn is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Joshua Glenn has been working in the financial industry since 2018. Joshua Glenn is registered with the following securities authorities: Series 66, Series 31, SIE, Series 7. Joshua Glenn holds the Certified Financial Planner designation and has 6 approved SRO registrations, 1 approved FINRA registration, and 28 approved state registrations. Joshua Glenn is currently registered with the state of South Carolina and is active in both Broker-Dealer and Investment Advisor roles.
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
SC
03/19/2018 - Present
Stifel, Nicolaus & Company, Inc. (SUMTER SC)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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