Unclaimed
Jack William Galle is a financial advisor at LPL Financial LLC. Jack has been in the financial industry since 1981. Jack holds the Series 6, Series 7, and Series 63 licenses. Jack is currently registered with the state of Alabama, California, Colorado, Georgia, Louisiana, Mississippi and Texas.
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.
Consulting and other non-discretionary advisory services
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
LA
02/14/2018 - Present
LPL Financial LLC (METAIRIE LA)
LA
03/24/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (METAIRIE LA)
LA
04/01/1991 - 04/08/2009
INTERSECURITIES, INC. (METAIRIE LA)
NA
06/05/1981 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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