Unclaimed
Paul Glasheen is a financial advisor at FBL Marketing Services, LLC. Paul has been in the industry since 2011 and has a Series 6, Series 7, and Series 63 license. Paul holds a state registration in Wisconsin. Paul has previous experience with Northwestern Mutual Investment Services, LLC and Saybrus Equity Services, 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.
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.
1
2
WI
07/13/2023 - Present
FBL Marketing Services, LLC (MARSHFIELD WI)
WI
08/28/2018 - 10/21/2021
FBL MARKETING SERVICES, LLC (Appleton WI)
CT
05/28/2013 - 06/04/2018
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
WI
04/14/2011 - 06/06/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREEN BAY WI)
BC
Issued 05/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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