Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Galvin is a financial advisor with over 38 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Floral Park, NY. Gerald has previously worked with a number of other firms including Securities America, Inc., Investacorp, Inc. and Shearson Lehman Hutton Inc. Gerald specializes in providing financial planning, portfolio management and other services to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Gerald holds a series 7, 6, 24 and 63 license and has taken the SIE exam.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (FLORAL PARK NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FLORAL PARK NY)
NY
02/16/1990 - 07/17/2020
INVESTACORP, INC. (FLORAL PARK NY)
NY
04/05/1988 - 01/09/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/09/1985 - 04/19/1988
CIGNA SECURITIES, INC.
BC
Issued 09/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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