Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Vincent Gallonio is a financial advisor in Cranston, Rhode Island. Andrew is registered with Avantax Advisory Services, which is a Registered Investment Advisor firm that has offices in Dallas, Texas. Andrew Vincent Gallonio has been in the financial services industry for over 20 years and is licensed to sell securities in multiple states. Andrew is also a tax professional and holds an Enrolled Agent designation.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
RI
01/07/2014 - Present
Avantax Advisory Services (CRANSTON RI)
TX
06/22/1998 - 03/21/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 02/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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