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Glynnis Reinhart
23 Years of Experience
Cincinnati, OH
1 DisclosureBrokerSells Insurance
Glynnis Reinhart is a registered investment advisor, based in Cincinnati, OH, with 23 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, Ohio 4524, Cincinnati, OH, 45242
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2023Settled
Other Business ActivitiesSells Insurance
Glynnis is dually-registered as an investment advisor representative and a registered representative since 2020, splitting her time between these roles. She is also an insurance agent with Octavia Risk Management LLC, dedicating about 10-20% of her time to implementing insurance products.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
June 2020 - Present · 5 yrs 11 mos
Octavia Wealth Advisors LLC
June 2020 - Present · 5 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Equitable Advisors, LLC
March 2003 - July 2020 · 17 yrs 4 mos
Equitable Advisors, LLCBroker
August 2002 - July 2020 · 17 yrs 11 mos
State Registrations12 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.