Glenna Durwin is a ChFC-designated registered investment advisor, based in Rochester, NY, with 4 years of industry experience.
Location
100 Meridian Centre Blvd, Suite 200, Rochester, NY, 14618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenna is a registered representative and investment advisor representative for multiple RIA firms. She also works as a notary public and sells insurance products through Avantax Insurance entities, dedicating minimal time to the insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Davie Kaplan Wealth Care Advisors, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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.