Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gal? Claim Your ProfileGal Sherman is a financial professional with over 20 years of experience in the financial services industry. Gal is currently an Investment Advisor Representative with The Wealth Consulting Group, a firm that provides a range of advisory services, including portfolio management, financial planning, and estate planning. Prior to joining The Wealth Consulting Group, Gal held positions at various firms, including Cetera Advisor Networks, Equity Services, Inc., and Linsco/Private Ledger Corp. Gal is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 63, and Series 65 licenses.
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.
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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CA
05/01/2023 - Present
THE Wealth Consulting Group (Agoura Hills CA)
CA
02/06/2017 - 05/02/2023
CETERA ADVISOR NETWORKS LLC (AGOURA HILLS CA)
CA
10/23/2002 - 02/13/2017
EQUITY SERVICES, INC. (AGOURA HILLS CA)
SC
04/03/2000 - 10/21/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
12/10/1998 - 04/06/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
03/06/1998 - 11/16/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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