Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Gallagher is a financial advisor at AllianceBernstein LP with over 5 years of experience in the industry. Conor has a broad range of experience in the financial services industry, including time at PricewaterhouseCoopers and Boston College. Conor is registered to provide investment advisory services in Florida and Texas, as well as brokerage services in 25 states, including Florida, Texas, Arizona, California, and New York. Conor specializes in providing asset allocation, portfolio management, and financial planning services to a wide range of clients, including individuals, high-net-worth individuals, businesses, investment companies, pooled investment vehicles, charitable organizations, and government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
05/21/2024 - Present
Alliancebernstein LP (Miami FL)
BOTH
Issued 05/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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