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Jhonny Antenor Merida Soto
CRD#: 7918862
IA
GLASSMAN WEALTH SERVICES, LLCCRD#: 151478 8000 TOWERS CRESCENT DRIVE
SUITE 1450
VIENNA, VA 22182
SUITE 1450
VIENNA, VA 22182
0
Disclosures
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Years of Experience
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State Registrations
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Maryland 2/21/2025
IA
Virginia 1/29/2025
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Registered with this firm since 1/29/2025
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/13/2024 - 02/05/2025 | Alexandria, VA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.