Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Galinsky is a financial professional with over 20 years of experience in the industry. He has held various roles at firms such as Great American Advisors, Inc. and Morgan Peabody, Inc. James is currently registered with Allstate Financial Services, LLC in Walnut Creek, California, and holds licenses including Series 63, 65, and 7. James's extensive experience and qualifications make him well-suited to help clients with their financial planning needs.
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.
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.
1
2
CA
04/08/2009 - Present
Allstate Financial Services, LLC (WALNUT CREEK CA)
CA
07/12/2007 - 10/29/2008
MORGAN PEABODY, INC. (LAFAYETTE CA)
CA
12/04/2006 - 07/03/2007
GREAT AMERICAN ADVISORS, INC. (LAFAYETTE CA)
GA
01/05/2005 - 12/04/2006
STUART SECURITIES CORP. (NORCROSS GA)
DE
11/15/2001 - 12/31/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 07/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Galinsky is the right advisor for you? Invested Better is here to help.
