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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Garagliano is a financial advisor with Alliance Advisory & Securities, LLC. Jeffrey has been in the financial industry since 1999 and has a wide range of experience in portfolio management, financial planning, and investment advisory services. Jeffrey is a Registered Representative and Investment Advisor Representative in California. Jeffrey is also a Series 7, 24, 14, 66, and SIE licensed. Jeffrey is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Jeffrey is also involved in other businesses, such as ABLP Management, LLC and RESOP, LLC, where Jeffrey provides administration and custodial integration services.
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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CA
12/03/2007 - Present
Alliance Advisory & Securities, LLC (WESTLAKE VILLAGE CA)
CA
06/17/1999 - 08/23/2021
ALLIANCE ADVISORY & SECURITIES, INC. (WESTLAKE VILLAGE CA)
BOTH
Issued 08/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2024
Series 14 - Compliance Officer Examination
BC
Issued 02/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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