Unclaimed
Jeremiah Dallas Gallington is an investment advisor representative at Northstar Asset Management Inc.. Jeremiah has been in the industry for more than a decade, working with individuals, families, and institutions. Jeremiah has experience in a variety of investment areas including socially responsible investing and shareholder advocacy. Jeremiah has Series 6, 7, 31, and 65 licenses, as well as a Series 63 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Socially responsible investing, shareholder advocacy, budgeting
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.
A percentage of the total value of assets under management is charged.
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2
MA
03/05/2024 - Present
Northstar Asset Management Inc. (BOSTON MA)
MA
09/12/2014 - 04/03/2018
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
MA
06/03/2013 - 04/14/2014
MORGAN STANLEY (BOSTON MA)
MA
08/03/2012 - 04/10/2013
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 06/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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