Loren
Glaser
Wesbanco Securities, Inc
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About this Advisor
Loren Glaser is a certified financial planner based out of Bowie, Maryland with 2 years of relevant experience. Glaser is on the advisory team at Wesbanco Securities, Inc. During their career, Glaser has held roles at Suntrust Bank, Suntrust Investment Services, Inc, Wesbanco Bank, Suntrust Investment Services, LLC, Bbtis, Bbtsec, Bb&T, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Wesbanco Securities, Inc. Glaser has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Maryland. Wesbanco Securities, Inc is an advisory business operating out of Saint Clairsville, OH. The company has offices in 20 locations and a total of 101 employees. It handles $131 million in assets under management among its 888 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 888 customer accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. However, fees billed by Wesbanco Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wesbanco Securities, Inc Brokerage Details
$131,022,680
101
888
$147,548
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Loren Glaser Work History
Loren has been registered as a financial advisor for 2 years.*
Wesbanco Bank
Wesbanco Securities, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bb&T
Bbtis
Bbtsec
Bb&T
Suntrust Investment Services, LLC
Suntrust Bank
Suntrust Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Loren Glaser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wesbanco Securities, Inc
Wheeling, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
Bowie, MD
Wheeling, WV
Wheeling, WV
Wheeling, WV
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.