Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Glazier is a financial advisor at Osaic Wealth, Inc. with over 29 years of experience in the industry. Melvin's current registration is active in Maine, New York, and Vermont. Melvin specializes in working with high-net-worth individuals, corporations, and other businesses. Melvin has obtained the Series 6, Series 26, and Series 63 licenses, and the SIE Exam. Osaic Wealth, Inc. provides portfolio management, financial planning, and educational seminars to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (SLINGERLANDS NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SLINGERLANDS NY)
NY
01/06/2016 - 07/17/2020
INVESTACORP, INC. (Guilderland NY)
NY
07/29/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (Slingerlands NY)
NY
01/03/2013 - 06/23/2014
PRUCO SECURITIES, LLC. (ALBANY NY)
NY
04/05/1995 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (ALBANY NY)
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melvin Glazier is the right advisor for you? Invested Better is here to help.
