Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leroy? Claim Your ProfileLeroy Glaum is a financial advisor who has been working in the industry since 1980. Leroy is currently registered with LPL Financial LLC and has been with the firm since February 2018. Previously, Leroy worked with several firms including INVEST FINANCIAL CORPORATION, INTERSECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Leroy's specialties include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Leroy also provides consulting and other non-discretionary advisory services. Leroy holds the following licenses: Series 7, Series 1, Series 63 and 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.
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.
Consulting and other non-discretionary advisory services
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
FL
02/15/2018 - Present
LPL Financial LLC (CLEARWATER FL)
FL
02/10/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (CLEARWATER FL)
FL
01/28/2008 - 02/10/2009
INTERSECURITIES, INC. (CLEARWATER FL)
FL
01/04/2006 - 01/28/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (ST. PETERSBURG FL)
FL
01/04/2006 - 04/11/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ST. PETERSBURG FL)
FL
08/28/2003 - 03/01/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/28/2001 - 08/27/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/08/2001 - 02/27/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IN
06/01/1998 - 01/02/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/06/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
09/01/1992 - 02/07/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
OH
02/04/1980 - 09/02/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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