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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Gallagher is a financial advisor with over 25 years of experience in the industry. Ellen is currently registered with Osaic Wealth, Inc. in Alabama, Connecticut, Florida, New Jersey, and Virginia. Previously, Ellen was registered with TRIAD ADVISORS LLC and NEW ENGLAND SECURITIES. Ellen holds the Series 6, 7, 24, 63, 65, SIE, and 99TO licenses and is a Certified Financial Planner. Ellen specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ellen focuses on working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
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2
FL
08/23/2024 - Present
Osaic Wealth, Inc. (NORTH PALM BEACH FL)
FL
10/01/2007 - 08/23/2024
TRIAD ADVISORS LLC (NORTH PALM BEACH FL)
FL
03/28/2000 - 10/12/2007
NEW ENGLAND SECURITIES (N. PALM BEACH FL)
MA
08/06/1997 - 04/14/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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