Loren
Glaser
Wesbanco Securities, Inc
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About this Advisor
Loren Glaser is a financial advisor based in Bowie, Maryland, working with Wesbanco Securities, Inc. Loren has previously held positions at Suntrust Bank, Suntrust Investment Services, Inc, Bank Of America, N.A, Wesbanco Bank, Wesbanco Securities, Inc, Suntrust Investment Services, LLC, Bbtis, Bbtsec, Bb&T, and Merrill Lynch, Pierce, Fenner & Smith Inc. Loren has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Loren is part of Wesbanco Securities, Inc, which operates out of Bowie, Maryland. The firm has 20 offices and 103 employees. The firm manages assets totaling $132.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wesbanco Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wesbanco Securities, Inc Brokerage Details
$132,661,186
103
778
$170,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Loren Glaser Work History
Wesbanco Bank
Wesbanco Securities, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bb&T
Bbtis
Bbtsec
Bb&T
Suntrust Investment Services, LLC
Suntrust Bank
Suntrust Investment Services, Inc
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.
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