Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gina? Claim Your ProfileGina Gallo is a financial advisor with over 30 years of experience in the industry. Gina is registered with Osaic Wealth, Inc. and has held prior registrations with several firms including LaSalle St Securities, L.L.C., Eisner Securities, Inc., Walnut Street Securities, Inc., Aegon USA Securities Inc., and Great Western Financial Securities Corporation. Gina holds a Series 6, 7, 24, 63 and 65 license and is also a Certified Financial Planner. Gina specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Gina is committed to helping her clients achieve their financial goals.
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
FL
08/24/2023 - Present
Osaic Wealth, Inc. (ROCKLEDGE FL)
FL
09/29/2001 - 08/28/2023
LASALLE ST SECURITIES, L.L.C. (ROCKLEDGE FL)
MO
06/22/1998 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
CA
04/03/1998 - 06/26/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
06/25/1993 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
CA
02/01/1994 - 11/14/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gina Gallo is the right advisor for you? Invested Better is here to help.
