Unclaimed
Galilee Harter is a registered investment advisor representative at Cetera Investment Advisers LLC. Galilee has been in the industry since May 2012 and has Series 66, Series 7 and SIE licenses. Galilee has experience with various financial services, including insurance and trust development. Cetera Investment Advisers LLC is a registered investment advisor with a main office located in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They primarily work with high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPRING RUN PA)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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