Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis P. Gallagher is a financial advisor with over 30 years of experience in the industry. Francis is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advisory services in Colorado, Florida, Maryland, New Jersey, New York, Pennsylvania and Virginia. Francis has previously held positions with Woodbury Financial Services, Inc., First Allied Securities, Inc., Round Hill Securities, Inc., Gruntal & Co., L.L.C. and Dean Witter Reynolds Inc.. Francis has a broad range of experience and expertise, including financial planning, portfolio management, pension consulting, and educational seminars.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (MOUNTAINSIDE NJ)
NJ
09/14/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MOUNTAINSIDE NJ)
CA
06/13/2005 - 09/23/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/18/2001 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
02/08/1995 - 06/06/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/03/1992 - 12/23/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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