Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jalen? Claim Your ProfileJalen Galvanoni-peatry is an Investment Advisor Representative who is currently registered with Coppell Advisory Solutions LLC in Idaho. Jalen is also an insurance agent at Freedom Private Wealth. Jalen has experience in the financial services industry since 2023 and holds Series 63, Series 65, SIE and Series 6TO licenses. Jalen has worked with Key Investment Services LLC and KeyBank in the past. The advisor's previous experience includes working with Key Investment Services LLC and KeyBank. Jalen has a background in the financial services industry, having worked with Key Investment Services LLC and KeyBank. Jalen's expertise lies in providing financial planning, selection of other advisors, portfolio management for businesses and individuals. Jalen is committed to providing personalized financial guidance to clients and helping them 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.
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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TX
05/21/2024 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
OH
10/27/2023 - 01/23/2024
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
IA
Issued 01/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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