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Candice Shakira Gallagher

Federated Investment Counseling

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About Candice Shakira Gallagher

Candice Shakira Gallagher is a registered representative with Federated Investment Counseling. She is registered with the state of Pennsylvania as an Investment Advisor Representative and has been in the industry since July 2014. She has a Series 66, Series 24, Series 7 and SIE license. Candice Gallagher specializes in portfolio management for individuals, businesses and pooled investment vehicles. Federated Investment Counseling is a firm that provides asset allocation recommendations, portfolio management for businesses and individuals, and pooled investment vehicles.

Firm Information

Candice Gallagher is currently registered with Federated Investment Counseling. Federated Investment Counseling is an investment advisor located in Pittsburgh, PA with approximately $185.45 billion in assets under management. They provide portfolio management for individuals, businesses, pooled investment vehicles, and offer model portfolios and asset allocation recommendations. Their clients include insurance companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
Federated Investment Counseling

1001 LIBERTY AVENUE

PITTSBURGH, PA 15222-3779

$185.45B

Assets Under Management

52

Total Clients

38

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Candice Gallagher’s Registration & Firm History

NJ

11/20/2015 - Present

Federated Investment Counseling (Weehawken NJ)

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Licenses & Designations

BOTH

Issued 11/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Candice Shakira Gallagher.
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