Alex Glancy

Alex Glancy

Associate

Followers of Alex Glancy799 followers
location of Alex GlancyPeoria, Illinois, United States

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  • Timeline

  • About me

    Registered Client Relationship Manager

  • Education

    • Illinois State University

      2008 - 2013
      Bachelor's degree Finance, General
    • Illinois State University

      2008 - 2013
      Bachelor's Degree Insurance
  • Experience

    • Midwestern Securities Trading Company, LLC

      Jul 2013 - Feb 2014
      Associate
    • First Security Bank

      Feb 2014 - Jul 2016

      First Security Bank Investment Services is a division of First Security Bank (FSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and FSB are not affiliated.

      • Financial Advisor

        Dec 2014 - Jul 2016
      • Advisor's Assistant

        Feb 2014 - Dec 2014
    • JP Morgan Chase Bank, N.A.

      Nov 2016 - Oct 2021
      • Private Client Banker

        Jul 2017 - Oct 2021
      • Relationship Banker

        Nov 2016 - Jul 2017
    • JPMorgan Chase Bank, N.A.

      Oct 2021 - Oct 2022
      Private Client Advisor
    • WestPoint Financial Group

      Dec 2022 - now
      Registered Client Relationship Manager

      Alexander Glancy is a registered representative of MML Investors Services, LLC. Member SIPC (www.SIPC.com). 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999.

  • Licenses & Certifications

    • Life & Health Insurance

      Mar 2015
    • Series 66

      FINRA
      Dec 2014
    • Series 7

      FINRA
      Aug 2014