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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 Gallagher is a financial advisor at Corient, a firm headquartered in Miami, FL. John has over 40 years of experience in the financial services industry. John has held registrations with several firms, including Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and Janney Montgomery Scott LLC. John is licensed to provide financial advice in New York.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/08/2023 - Present
Corient (MIAMI FL)
NY
07/27/2017 - 08/22/2023
RAYMOND JAMES & ASSOCIATES, INC. (GARDEN CITY NY)
NY
07/09/2010 - 07/27/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GARDEN CITY NY)
NY
05/01/2001 - 07/30/2010
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
MA
04/03/1995 - 05/18/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
06/22/1981 - 05/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 04/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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