Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Charles Gallie is a financial advisor with Wells Fargo Clearing Services, LLC. Edward is a seasoned financial professional with over 20 years of experience in the industry. He is committed to helping clients achieve their financial goals through a personalized approach. Edward specializes in providing investment consulting services to institutional clients, as well as financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Investment consulting services to institutional 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.
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2
NY
03/06/2023 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
NY
06/01/2009 - 10/27/2011
MORGAN STANLEY SMITH BARNEY (JERICHO NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JERICHO NY)
NY
01/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (JERICHO NY)
CA
07/14/2005 - 12/12/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IL
04/25/2003 - 06/28/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NJ
10/21/2002 - 04/11/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
07/29/2002 - 08/19/2002
THOMAS FLETCHER & COMPANY, INC. (NEW YORK NY)
NY
04/02/2002 - 07/22/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 12/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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