Unclaimed
Christian Gallo is a financial advisor with over 10 years of experience in the industry. Christian currently works at Snowden Capital Advisors LLC. Christian previously worked at Fieldpoint Private Securities, LLC, and Oppenheimer & Co. Inc. Christian holds the Series 66, Series 7, and SIE licenses. Christian provides financial planning, pension consulting, portfolio management, and educational seminars to individuals, corporations, and charitable organizations.
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.
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
NY
04/21/2022 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
10/09/2015 - 04/20/2022
FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)
NY
11/29/2013 - 10/02/2015
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
12/01/2011 - 01/18/2013
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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