Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Galina? Claim Your ProfileGalina Koval is a financial advisor with over 20 years of experience in the financial services industry. Galina has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Galina is currently registered with Sequent Planning, LLC, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Galina has a diverse background in financial services, having worked for several major firms, including MetLife Investors Distribution Company, NFP Advisor Services, LLC, and State Farm VP Management Corp. Galina holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Galina also holds the designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
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.
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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FL
06/30/2023 - Present
Sequent Planning, LLC (STUART FL)
GA
10/31/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (ATLANTA GA)
MA
03/24/2011 - 05/22/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (PLYMOUTH MA)
CT
01/13/2006 - 01/22/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IL
07/24/2003 - 07/21/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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