Glen Eels

Glen Eels has a vast and diverse work experience spanning over several decades. Glen began their career in 1987 as a Customer Service Representative at Midland Bank and worked there for nearly a decade. In 1996, they transitioned to Merrill Lynch Wealth Management where they held multiple roles, including Senior International Financial Adviser, Investment Consultant - Vice President, Error Desk Controller, and Bookkeeper. Glen also worked at Julius Baer as a Director - Relationship Manager for a year. Glen then joined KINGSMOOR WEALTH LTD as a Director from 2015 to 2017. Subsequently, Glen served as a Chartered Wealth Manager at deVere United Kingdom and Tavistock Investments Plc. From 2020 to 2022, they were Vice President - Financial Consultant at Charles Schwab. Currently, Glen is employed at Charles Stanley & Co. Limited as the Head of Investment Choices, a position they assumed in March 2023.

Glen Eels has a diverse education history. In 1982, they started their education at Passmores School and Technology College. Glen attended the school until 1987 but did not pursue any specific degree or field of study during that time.

Later, Glen Eels enrolled in the New York Institute of Finance, where they studied Finance and Financial Management Services. Glen completed their education at the institute in 1998.

Throughout their career, Glen Eels obtained several certifications. In 1998, they achieved the General Securities Representative Exam - Series 7 from FINRA. In 2011, they obtained the certification in Private Client Investment Advice and Management from The Chartered Institute for Securities & Investment (The CISI).

In 2020, Glen Eels acquired three certifications: the Securities Industry Essentials from FINRA, the Series 7 Top Off from FINRA, and the Uniform Combined State Law Exam - Series 66 from FINRA.

Although the provided information does not mention the exact month and year, Glen Eels also has a certification called the FCSI, Chartered Wealth Manager from the Chartered Institute for Securities & Investment (CISI). The exact month and year of obtaining this certification are not stated.