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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Patrice Gallagher is a financial advisor with over 40 years of experience in the industry. Anne has been registered with the state of Pennsylvania since 1986, and holds licenses to sell securities in multiple states, as well as the Series 7 and Series 65 licenses. Anne currently works for Morgan Stanley, a leading financial services firm, and has worked for various financial institutions in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bear, Stearns & Co. Inc. Anne Gallagher specializes in providing financial advice and investment management services to individuals and businesses, including investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
11/10/2016 - Present
Morgan Stanley (West Conshohocken PA)
PA
01/03/1997 - 11/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
NY
11/03/1989 - 01/10/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/06/1979 - 11/11/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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