Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Erin Gallati is a financial advisor with Sageview Advisory Group, LLC and is based in Newport Beach, CA. Alexis has been in the industry since 2014 and has experience in tax advisory, business development, marketing, and sales. Alexis also holds a Series 65 license. Alexis is currently registered as an Investment Advisor Representative with Sageview Advisory Group, LLC, and Cerebral Tax Advisors, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/10/2021 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
IA
Issued 06/09/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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