Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edward joseph Galloway has been working in the financial services industry since May 20, 1986. Gregory Galloway is currently registered with Stifel, Nicolaus & Company, Inc. and has offices in Idaho Falls, Idaho. Gregory Edward joseph Galloway has passed the Series 7, Series 63, Series 65, and SIE exams. Gregory Edward joseph Galloway has experience with individual and business clients, pension consulting, and financial planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (IDAHO FALLS ID)
ID
01/01/2008 - 01/12/2010
WELLS FARGO ADVISORS, LLC (IDAHO FALLS ID)
ID
05/21/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (IDAHO FALLS ID)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory Galloway is the right advisor for you? Invested Better is here to help.
