Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Galan? Claim Your ProfileGalan Daukas is a financial advisor with Bradley Foster & Sargent Inc., a firm based in Hartford, CT. Galan holds the Series 6, 63, 65 and 26 licenses, as well as the SIE exam. He is a Certified Financial Planner and a Chartered Financial Analyst. Galan has been in the industry since 1998 and has experience with a variety of clients including individuals, businesses, investment companies, and charitable organizations. Galan has worked with People's Securities, Inc. and Weston Securities Corporation in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CT
03/29/2021 - Present
Bradley Foster & Sargent Inc. (HARTFORD CT)
CT
03/21/2014 - 08/02/2019
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
MA
11/04/2005 - 05/24/2013
WESTON SECURITIES CORPORATION (WELLESLEY MA)
CT
05/07/2004 - 08/03/2005
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BC
Issued 07/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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