Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Walter Glasgow is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with Janney Montgomery Scott LLC and Global Retirement Partners LLC and is licensed to provide investment advice in several states including Ohio, Tennessee, Texas, Alabama, Minnesota, and New York. Prior to his current roles, Steven has held positions at Avondale Partners, LLC, Stanford Group Company, Wachovia Securities, LLC, Morgan Stanley DW Inc., PaineWebber Incorporated, Capital Analysts, Incorporated and The Stuart-James Company, Incorporated. Steven has earned the Chartered Financial Analyst designation and holds several licenses and certifications including Series 3, Series 7, Series 63 and Series 65. Steven is also a board member of Junior Achievement of Middle Tennessee and an Editorial Advisory Board Member of Real Assets Advisor Magazine. Steven specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
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.
Fee plus commission
1
2
TN
05/16/2018 - Present
Janney Montgomery Scott LLC (Franklin TN)
TN
03/20/2009 - 05/15/2018
AVONDALE PARTNERS, LLC (NASHVILLE TN)
TN
08/29/2008 - 03/20/2009
STANFORD GROUP COMPANY (NASHVILLE TN)
TN
06/02/2004 - 09/02/2008
WACHOVIA SECURITIES, LLC (BRENTWOOD TN)
NY
03/17/2000 - 06/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
04/23/1991 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
OH
04/30/1990 - 09/11/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CO
04/18/1989 - 10/04/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 11/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1996
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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