Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Gallo is a financial advisor with over 20 years of experience in the industry. She is registered with the state of New York as a registered representative and an investment advisor representative. Donna is also a Certified Financial Planner. Donna is currently employed by Hightower Advisors, LLC, and previously worked at Equitable Advisors, LLC and MONY Securities Corporation. She holds a Series 7, 6, and 63 license. Donna specializes in financial planning, portfolio management, and retirement planning. She serves a variety of clients, including individuals, families, businesses, and institutions.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
01/04/2024 - Present
Hightower Advisors, LLC (New York NY)
NY
06/01/2005 - 01/02/2024
EQUITABLE ADVISORS, LLC (NEW YORK NY)
NY
01/01/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 10/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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