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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Donald Galligan is a financial advisor with Truist Advisory Services, Inc. with over 20 years of experience in the industry. John is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. John is also registered with the state of Florida. John has experience in various financial services, including portfolio management, financial planning, and wealth management. John has worked for several firms throughout his career, including Fifth Third Securities, Inc. and Morgan Stanley Smith Barney. John is a highly experienced and knowledgeable financial advisor.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
07/09/2019 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
01/27/2014 - 06/29/2015
FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)
FL
08/05/2011 - 02/06/2014
METLIFE SECURITIES INC. (TAMPA FL)
FL
06/01/2009 - 08/15/2011
MORGAN STANLEY SMITH BARNEY (LUTZ FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LUTZ FL)
FL
01/26/2007 - 04/02/2007
MORGAN STANLEY DW INC. (PORT RICHEY FL)
FL
01/06/2005 - 02/12/2007
ROBERT W. BAIRD & CO. INCORPORATED (PALM HARBOR FL)
NY
07/07/2004 - 01/24/2005
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
12/23/1999 - 09/20/2002
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
MN
06/08/1999 - 10/05/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/08/1999 - 10/05/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 1/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 6/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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