Claudia Maria Glover

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors, Llc
  St Louis, MO
• 10/2009 → 11/2016
  Wells Fargo Advisors Financial Network, Llc
  St Louis, MO
• 05/2009 → 11/2016
  Wells Fargo Advisors Financial Network Llc
  St. Louis, MO
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  St Louis, MO
• 10/2021 → Present
  Kestra Investment Services, Llc
  Timonium, MD
• 07/2022 → Present
  Kestra Advisory Services, Llc
  Timonium, MD

Previous Registrations

• 2004-09-23 → 2021-10-15
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO
  Mclean, VA
  Mclean, VA
  St. Louis, MO
  Mclean, VA
  Mclean, VA
  Leesburg, VA
• 2004-08-10 → 2004-09-03
  Ameriprise Financial Services, Llc
  Centreville, VA

Other Businesses

Name: BFG FINANCIAL ADVISORS A DIVISION OF BROTMAN FINANCIAL GROUP POSITION: Associate NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/12/2021 ADDRESS: 16 Greenmeadow Drive, Suite 201, Timonium MD 21093, United States DESCRIPTION: attend client meetings, participate in year-end calls, wrap-up client meetings, prep for client meetings, handling client phone calls. Attend various strategy meetings, conferences, and workshops. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 104 SECURITIES TRADING HOURS: 91 START DATE: 10/12/2021 ADDRESS: 5707 Southwest Parkway, Building 2 #400, Auston TX 78735, United States DESCRIPTION: attend client meetings, participate in year-end calls, wrap-up client meetings, prep for client meetings, handling client phone calls. Attend various strategy meetings, conferences, and workshops Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: We will send the client a link to their portal for them to enter their information and answer questions regarding estate drafting services. Once complete, the client will receive their estate documents and instructions to notarize. We will keep them in our contact management system for marketing outreach efforts. We will provide the tools, but not render advice unless they engage in a financial planning relationship which will be through Kestra Advisory Services Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: We will send the client a link to their portal for them to enter their information and answer questions regarding estate drafting services. Once complete, the client will receive their estate documents and instructions to notarize. We will keep them in our contact management system for marketing outreach efforts. We will provide the tools, but not render advice unless they engage in a financial planning relationship which will be through Kestra Advisory Services Name: BROTMAN FINANCIAL GROUP POSITION: Chief Investment Officer NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2026 ADDRESS: 16 Greenmeadow Dr., Suite 201, Timonium MD 21093, United States DESCRIPTION: Responsible for the oversight of all aspects of the firm's investments. I also provide lead advisor functions.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-09

Designations

Other Names

• Claudia Maria Saenz
• Claudia Maria Saenz Cajina
• Claudia Maria Saenz Cajina