Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crescenzo? Claim Your ProfileCrescenzo Galli is an Investment Advisor Representative with Wealth Management Associates, Inc. Crescenzo Galli has been in the industry since 1998, working with Securities America, Inc. and UBS PaineWebber Inc. before joining Wealth Management Associates, Inc.. Crescenzo Galli specializes in financial planning and portfolio management for individuals, and has a strong track record of serving high net worth individuals. He has also worked extensively with pension and profit-sharing plans, and has a reputation for providing personalized service to clients.
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.
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.
Solicitor/referral fees
1
2
NJ
07/28/2017 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
NJ
08/06/2001 - 06/14/2024
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
NJ
01/26/2000 - 06/15/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/28/1998 - 02/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Crescenzo Galli is the right advisor for you? Invested Better is here to help.
