Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gale rose? Claim Your ProfileGale Rose Reynoso Bergado is a financial advisor with over 10 years of experience in the industry. Gale Rose has a Series 66, Series 7 and SIE license. Gale Rose is currently registered with McManus Cooper and is also registered in Arizona, California, Florida, Mississippi, Texas and Utah. Gale Rose has previously worked with Securities America, Inc., Avantax Investment Services, Inc., and 1st Global Capital Corp.. Gale Rose provides a variety of financial services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Solicitor/referral fees
1
2
CA
06/06/2024 - Present
McManus Cooper (IRVINE CA)
CA
04/27/2021 - 05/17/2022
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
10/25/2019 - 04/30/2021
AVANTAX INVESTMENT SERVICES, INC. (San Jose CA)
CA
01/30/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (San Jose CA)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gale rose Bergado is the right advisor for you? Invested Better is here to help.
