Gloria Rotner

Gloria Rotner began her investment industry career in 1999 with Morgan Stanley Dean Witter in Boulder, Colorado and has extensive experience in managing and servicing many types of investment accounts and insurance products.  

Gloria maintains her FINRA Series 7, Series 63, and Series 65 securities registrations through LPL Financial and was a financial advisor with LPL for five years.  Since 2011 Gloria has been an LPL Registered Administrative Assistant.  She is very familiar with LPL systems, and is highly qualified to accommodate servicing requests.

Gloria has been a licensed insurance agent since 2000, worked for a MassMutual regional office, and is very knowledgeable about the many intricate details of annuities and life insurance and how to properly service them.

Gloria is a native of Pennsylvania and relocated to the Rocky Mountain Region in 1985.  She and her husband live in a remote area and enjoy a country lifestyle.