Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Owen Glenn is a financial advisor with over 10 years of experience in the industry. Nathan is currently registered with Osaic FS, Inc. and Osaic FA, Inc., both of which are based in Fort Wayne, IN. Previously, Nathan worked for LPL FINANCIAL LLC and LINCOLN FINANCIAL DISTRIBUTORS, INC., also in Fort Wayne. Nathan holds a variety of licenses and certifications, including Series 6, 7, 24, 52, 53, and 63. Nathan provides a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
Retirement plan consulting services provided on limited basis.
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
IN
05/17/2016 - Present
Osaic FS, Inc. (FORT WAYNE IN)
IN
04/15/2013 - 07/28/2014
LPL FINANCIAL LLC (FORT WAYNE IN)
IN
06/06/2011 - 04/01/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 07/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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