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Glenn H. Ratcliffe, CFP®

Glenn H. Ratcliffe, CFP®

Senior Financial Advisor

Followers of Glenn H. Ratcliffe, CFP®164 followers
location of Glenn H. Ratcliffe, CFP®Fairfield, Connecticut, United States

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  • Timeline

  • About me

    First Vice President / Investments, Assistant Complex Manager at Janney Montgomery Scott LLC

  • Education

    • Trinity College-Hartford

      1979 - 1983
      Bachelor of Science (BS) - Psychology

  • Experience

    • A.G. Edwards & Sons, Inc.

      Apr 1995 - Jan 2008
      Senior Financial Advisor

    • Wells Fargo Advisors

      Jan 2008 - now

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC

      • Branch Manager, First Vice President - Investments

        Oct 2014 - now

      • Assistant Branch Manager, First Vice President - Investments

        Jan 2008 - Sept 2014

    • Janney Montgomery Scott LLC

      Aug 2018 - now
      First Vice President / Investments, Assistant Complex Manager

  • Licenses & Certifications

    • Certified Financial Planner (CFP®)

      CFP Board of Standards
      Jan 2008