Unclaimed
Todd Howard Glenn has been in the financial industry since February 1997. Todd is currently registered with IBN Financial Services, Inc., a firm based in Liverpool, New York. Prior to joining IBN Financial Services, Inc., Todd was registered with LPL FINANCIAL LLC from August 2011 to June 2014. Todd has been active in both the Broker-Dealer and Investment Advisor fields throughout his career.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
07/16/2021 - Present
IBN Financial Services, Inc. (Plainview NY)
NY
08/02/2011 - 06/11/2014
LPL FINANCIAL LLC (PLAINVIEW NY)
NY
10/01/2008 - 08/04/2011
CHASE INVESTMENT SERVICES CORP. (BAYSIDE NY)
NY
05/29/2007 - 10/02/2008
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
NY
07/29/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/14/1996 - 12/24/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/29/1995 - 10/24/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
HI
08/21/1995 - 11/10/1995
WINDSOR REYNOLDS SECURITIES, INC. (HONOLULU HI)
NY
06/01/1995 - 08/03/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 06/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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