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Glenn E. Holderreed

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CRD#: 248410
GH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Glenn Elzie Holderreed was a registered financial professional .

Glenn is a previously registered financial professional and started their career in finance in 1974. Glenn had worked at 5 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 23, 2002 - February 18, 2015

QUACERA, LLC

RIA
CRD#: 118543
SACRAMENTO, FL
Past

October 5, 1995 - March 17, 1998

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

October 26, 1994 - September 25, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 15, 1986 - February 10, 1993

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 24, 1978 - May 23, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

May 1, 1974 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/9/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
PC
Date: 2/6/1979
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 4/25/1974
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 10/20/1988
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


QL
QUACERA, LLC
QUACERA CAPITAL MANAGEMENT | QUACERA, LLC | QUACERA CAPITAL MANAGEMENT, LLC

CRD#: 118543 / SEC#: 801-60844

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Contact information


Main Address
1215 K St 17th Floor, Sacramento, CA 95814
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QUACERA, LLC

CRD#: 118543

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