WG
WG

William Glubiak

31 Years of Experience
Cleveland, OH
3 DisclosuresBrokerSells Insurance

William Glubiak is a registered investment advisor, based in Cleveland, OH, with 31 years of industry experience.

Location

5885 Landerbrook Dr., Suite 200, Cleveland, OH, 44124

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History

Regulatory History (3)
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Customer Dispute
June 2015
Settled
Customer Dispute
January 2014
Settled
Customer Dispute
March 2013
Settled
Other Business ActivitiesSells Insurance

William holds an insurance license and engages in insurance sales and service related to financial planning, dedicating a few hours per week. He is also a partner at SEIA LLC, dedicating full-time hours to RIA sales and service.

Employment History
Current Registrations
Seia
June 2024 - Present · 2 yrs 1 mo
Signature Estate Securities, LLC
June 2024 - Present · 2 yrs 1 mo
Signature Estate Securities, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cadaret, Grant & CO., INC.Broker
April 2021 - June 2024 · 3 yrs 2 mos
Cadaret Grant & CO INC
April 2021 - June 2024 · 3 yrs 2 mos
Cedar Brook Group
March 2018 - July 2024 · 6 yrs 4 mos
Securities America Advisors, INC.
July 2005 - April 2021 · 15 yrs 9 mos
Securities America, INC.Broker
July 2005 - April 2021 · 15 yrs 9 mos
Lincoln Financial Advisors Corporation
January 2000 - July 2005 · 5 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
November 1994 - July 2005 · 10 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
November 1994 - July 2005 · 10 yrs 8 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.