Unclaimed
Bennett Albert Gagliano is a financial advisor with over 40 years of experience in the industry. Bennett has been active in the financial services industry since July 11, 1980. Bennett is currently registered with Kestra Advisory Services, LLC and has been with the firm since June 2, 2021. Prior to joining Kestra, Bennett was with Cadaret, Grant & Co., Inc. Bennett is registered with the following states: Connecticut, Florida, Massachusetts and New York. Bennett specializes in the following areas: retirement planning, insurance, investment advisory services, and financial planning.
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.
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.
1
2
TX
06/02/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
10/25/2001 - 06/03/2021
CADARET, GRANT & CO., INC. (AMHERST NY)
FL
01/08/1998 - 12/12/2001
P & A FINANCIAL SECURITIES, INC. (LAKEWOOD RANCH FL)
NY
09/09/1996 - 12/31/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/12/1995 - 09/17/1996
SUMMIT FINANCIAL SECURITIES, INC. (AMHERST NY)
NY
03/24/1986 - 03/30/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
12/17/1980 - 05/31/1985
PHOENIX EQUITY PLANNING CORPORATION
NA
07/02/1979 - 02/26/1981
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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