Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd O. Glassman is a financial professional with over 20 years of experience in the industry. He holds a Series 7, Series 63, Series 82, and SIE licenses. Todd is currently registered with Umergence LLC, a financial services firm in Plantsville, CT. Prior to joining Umergence LLC, Todd was registered with IOI Capital and Markets, LLC in Houston, TX and Independent Investment Bankers, Corp. in Austin, TX.
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.
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.
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2
CT
01/17/2023 - Present
Umergence LLC (PLANTSVILLE CT)
TX
11/19/2019 - 01/18/2022
IOI CAPITAL AND MARKETS, LLC (HOUSTON TX)
TX
08/03/2017 - 11/18/2019
INDEPENDENT INVESTMENT BANKERS, CORP. (AUSTIN TX)
BC
Issued 08/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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