Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Glenn is a financial professional with over 30 years of experience in the industry. Steven is registered with MML Investors Services, LLC and has a strong track record of providing financial advice and investment management services to a diverse range of clients. Steven is a Chartered Financial Consultant and holds a Series 7, Series 6, Series 22, and Series 63 license.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
10/24/2012 - Present
MML Investors Services, LLC (Fleming Island FL)
OH
08/24/2010 - 06/06/2012
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
FL
02/17/2009 - 08/26/2010
PRINCOR FINANCIAL SERVICES CORPORATION (FLEMING ISLAND FL)
PA
02/04/2008 - 02/09/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
08/25/1998 - 11/29/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
12/23/1992 - 12/19/1997
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IA
01/31/1991 - 12/21/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IL
03/22/1989 - 02/04/1991
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IN
04/16/1986 - 04/19/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/16/1986 - 04/19/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/16/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
01/18/1985 - 01/16/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
04/03/1984 - 10/09/1984
INA SECURITY CORPORATION
NA
11/30/1982 - 07/11/1983
BLC EQUITY SERVICES CORPORATION
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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