Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Aloysius Gallagher is a financial advisor in Newport Beach, California. Craig is registered with Pacific Select Distributors, LLC, a firm founded in 2000. Previously, Craig was also registered with W.J. Gallagher & Company, Inc., Ernst & Company, MFS Fund Distributors, Inc., MFS Financial Services, Inc., Keyport Financial Services Corp., Paine Webber Incorporated, Lepercq Equity Corp., Angeles Securities Corporation, Tri Fund Securities Corporation, and E.F. Hutton & Company Inc. Craig has been in the industry since 1984 and has worked with several different firms. Craig has a strong background in the financial industry and is well-equipped to help clients achieve their financial goals. Craig holds Series 63, SIE and Series 7 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.
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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2
CA
02/01/2000 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
07/19/1999 - 02/08/2000
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
NA
04/24/1998 - 10/28/1998
ERNST & COMPANY
NY
08/16/1996 - 10/28/1998
ERNST & COMPANY (NEW YORK NY)
MA
08/02/1993 - 08/27/1996
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
05/27/1993 - 01/17/1995
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
MA
01/17/1992 - 05/07/1993
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
CA
10/30/1991 - 12/18/1991
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
NJ
10/02/1990 - 07/30/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/28/1990 - 10/10/1990
LEPERCQ EQUITY CORP.
CA
02/12/1987 - 04/23/1990
ANGELES SECURITIES CORPORATION (LOS ANGELES CA)
NA
10/02/1985 - 03/13/1987
TRI FUND SECURITIES CORPORATION
NA
07/22/1982 - 06/03/1985
E. F. HUTTON & COMPANY INC
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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