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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J terence? Claim Your ProfileJ Terence Gallagher is a financial advisor with over 35 years of experience in the industry. J Terence Gallagher is currently registered with Cetera Investment Advisers LLC and 1ST Advantage Financial Advisers, LLC. J Terence Gallagher holds multiple securities licenses, including Series 7, 24, 52, 53, 63 and 65. J Terence Gallagher is a Certified Financial Planner and has a long history of providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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
IL
12/20/2022 - Present
Cetera Investment Advisers LLC (DOWNERS GROVE IL)
IA
Issued 9/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/6/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/8/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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