Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gallagher is a financial professional with over 20 years of experience in the industry. Brian currently works as a financial advisor at Santander Securities LLC in Conshohocken, PA. Brian has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Brian is dedicated to helping clients achieve their financial goals and provides personalized solutions tailored to their specific needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/14/2022 - Present
Santander Securities LLC (Conshohocken PA)
CA
07/20/2020 - 02/07/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
NY
06/13/2012 - 02/22/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
02/18/2011 - 06/21/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
01/24/2002 - 10/21/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
03/16/2001 - 08/20/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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