Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Galen? Claim Your ProfileGalen Duane Bargerstock is an Investment Advisor Representative at Encompass More Asset Management LLC, where he has been employed since August 2022. Prior to that, Galen worked at Verity Investments, Inc. and Corecap Investments, LLC. Galen has been in the industry since September 1, 2015. Galen is registered with the state of Pennsylvania and holds the following securities licenses: Series 6, Series 63, Series 65, and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/02/2022 - Present
Encompass More Asset Management LLC (Indiana PA)
NC
07/20/2020 - 08/18/2021
VERITY INVESTMENTS, INC. (DURHAM NC)
MI
05/15/2015 - 07/01/2020
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
PA
07/31/2014 - 05/13/2015
PRUCO SECURITIES, LLC. (LUCERNEMINES PA)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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