Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simone? Claim Your ProfileSimone Antionette Glenn is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in GREAT NECK, NY. Simone has been in the industry since 2001 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Simone has obtained her Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Simone has previously worked at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and DAVID LERNER ASSOCIATES, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
06/30/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREAT NECK NY)
NY
06/01/2009 - 06/24/2010
MORGAN STANLEY SMITH BARNEY (JERICHO NY)
NY
05/26/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
NY
03/19/2001 - 05/20/2005
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 11/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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