Unclaimed
Richard Glaser is a financial advisor with Voya Financial Advisors, Inc. Richard has been in the financial services industry since March 11, 1986. Richard is registered with the state of Texas as well as other states and is also a registered representative of Voya Financial Advisors, Inc. Richard specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars to clients. Richard is a licensed insurance agent and is also the owner of Glaser Financial Services in Galveston, Texas.
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.
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
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (CORPUS CHRISTI TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (CORPUS CHRISTI TX)
CT
07/31/1996 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
04/10/1990 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
02/09/1987 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
03/12/1986 - 02/13/1987
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 03/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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