Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Gallo is an investment advisor representative with Sanctuary Advisors, LLC, a firm based in Indianapolis, Indiana. Francis is a licensed and registered representative in several states, including Connecticut, Indiana, California, Colorado, Florida, Georgia, Kentucky, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, and Virginia. Francis has been in the securities industry since 2020. Francis has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Francis is committed to providing financial advice and guidance to help clients achieve their financial goals.
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
IN
09/13/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CT
11/12/2020 - 09/10/2021
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
08/27/2020 - 11/04/2020
LPL FINANCIAL LLC (DURHAM CT)
BC
Issued 07/03/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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