Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gallo is a financial advisor with over 28 years of experience in the industry. Christopher currently works at Raymond James & Associates, Inc., and has been with them since 2018. Prior to joining Raymond James, Christopher worked at J.P. MORGAN SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., PAINEWEBBER INCORPORATED, and OLDE DISCOUNT CORPORATION. Christopher is registered in 37 states and holds Series 7, 9, 10, 63, and 65 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MA
05/21/2018 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
10/06/2006 - 05/24/2018
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
07/10/2000 - 10/16/2006
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NJ
12/17/1996 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
05/13/1994 - 01/10/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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