Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Glotzbach is a financial advisor with over 40 years of experience in the financial services industry. Theodore has been registered with the Securities and Exchange Commission (SEC) since 1983 and has held various positions at different firms. Theodore is currently a registered representative with Osaic Wealth, Inc., based in Lemont, IL. Theodore is also a registered investment advisor in Texas and Illinois. Theodore is licensed to sell insurance products.
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/20/2024 - Present
Osaic Wealth, Inc. (LEMONT IL)
IL
03/25/1996 - 06/14/2024
SECURITIES AMERICA, INC. (LEMONT IL)
NY
12/08/1995 - 04/01/1996
VTR CAPITAL, INC. (NEW YORK NY)
NY
05/29/1992 - 11/06/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
05/24/1988 - 05/15/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
08/23/1983 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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