Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kinard Glenn is a financial advisor at Wells Fargo Clearing Services, LLC with over 40 years of experience in the financial services industry. Glenn's current registrations include Series 3, 7, 8, 63 and SIE. He is also registered as an Investment Advisor Representative in New Jersey. Glenn has prior experience at Legg Mason Wood Walker, Incorporated and FIRST UNION CAPITAL MARKETS CORP.
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.
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.
Investment consulting services to institutional clients
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
NJ
03/20/2019 - Present
Wells Fargo Clearing Services, LLC (CAPE MAY COURT HOUSE NJ)
NC
08/02/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
11/03/1987 - 08/09/1991
LEGG MASON WOOD WALKER, INCORPORATED
MD
02/19/1982 - 08/09/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
BC
Issued 05/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Matthew Glenn is the right advisor for you? Invested Better is here to help.
