Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Glaser is a financial professional with over 20 years of experience in the financial services industry. Loren has a background in portfolio management and financial planning, having worked with clients across different financial institutions, including Merrill Lynch, BB&T Securities, and SunTrust Investment Services. Loren currently serves as a Senior Investment Officer/Portfolio Manager-Trust Investments at Wesbanco Trust and is a Registered Representative at Wesbanco Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
08/10/2021 - Present
Wesbanco Securities, Inc. (Bowie MD)
MD
03/03/2020 - 07/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)
DC
04/12/2018 - 02/11/2020
BB&T SECURITIES, LLC (WASHINGTON DC)
DC
10/05/2012 - 04/04/2018
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
DC
08/12/2011 - 10/23/2012
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
03/17/2010 - 05/03/2011
HSBC SECURITIES (USA) INC. (POTOMAC MD)
TN
01/08/2008 - 12/01/2009
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
PA
11/20/2006 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
MA
01/01/2005 - 09/14/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
03/09/1999 - 01/01/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/06/2001 - 01/01/2002
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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