linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ada Raquelina Galvez

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ada? Claim Your Profile

About Ada Raquelina Galvez

Ada Raquelina Galvez is an active investment advisor representative at Osaic Wealth, Inc. Ada has been in the financial services industry for over 15 years. Prior to joining Osaic Wealth, Inc., Ada worked at CHARLES SCHWAB & CO., INC., USAA FINANCIAL ADVISORS, INC., UBS FINANCIAL SERVICES INC., AXA DISTRIBUTORS, LLC, and AXA ADVISORS, LLC. Ada holds the Series 66, Series 7, and SIE licenses.

Firm Information

Ada Galvez is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ada Galvez’s Registration & Firm History

AZ

11/06/2023 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

TX

03/23/2023 - 05/19/2023

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TX

04/14/2015 - 07/07/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

NJ

11/23/2010 - 01/30/2015

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NC

04/29/2008 - 05/20/2009

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

NY

07/23/2007 - 04/29/2008

AXA ADVISORS, LLC (NEW YORK NY)

NJ

03/12/2003 - 07/03/2007

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

Not sure if Ada Raquelina Galvez is right for you?

Licenses & Designations

BOTH

Issued 01/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ada Raquelina Galvez.
Not sure if Ada Raquelina Galvez is right for you?