Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gallman is a financial advisor with Portside Wealth Group, LLC. David has over 20 years of experience in the financial services industry. David is registered with the Securities and Exchange Commission (SEC) and holds the Series 66, SIE, and Series 7 licenses. David is a Certified Financial Planner (CFP). David has experience in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. David's previous employment includes positions at E*TRADE SECURITIES LLC, New England Securities, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. David has experience in providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. David specializes in portfolio management, financial planning, and retirement planning. David is committed to providing his clients with personalized and comprehensive financial advice.
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.
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
UT
05/09/2023 - Present
Portside Wealth Group, LLC (Sandy UT)
UT
10/11/2011 - 09/25/2015
E*TRADE SECURITIES LLC (SANDY UT)
UT
07/22/2009 - 08/08/2011
NEW ENGLAND SECURITIES (SANDY UT)
UT
11/22/2002 - 06/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SO. JORDAN UT)
MN
11/22/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Gallman is the right advisor for you? Invested Better is here to help.
