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Jodie Lynn Gallovich

PFG Advisors

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About Jodie Lynn Gallovich

Jodie Gallovich is an investment advisor representative with PFG Advisors. Jodie has been in the financial services industry since 1998. Jodie holds the Series 63, Series 7 and Series 65 securities licenses and is registered as an investment advisor representative in Arizona and Texas. Jodie has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations. Jodie provides financial planning, portfolio management, and selection of other advisors services to clients. Jodie also works with CUE Financial Group, Inc. Jodie's previous employers include Securities America, Inc., and Foothill Securities, Inc.

Firm Information

Jodie Gallovich is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jodie Gallovich’s Registration & Firm History

AZ

01/29/2021 - Present

PFG Advisors (PHOENIX AZ)

AZ

12/08/2016 - 06/14/2024

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

08/03/2009 - 12/08/2016

FOOTHILL SECURITIES, INC. (PHOENIX AZ)

AZ

03/07/1998 - 08/03/2009

CUE FINANCIAL GROUP, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 12/19/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jodie Lynn Gallovich.
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