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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 Walter Gallagher is an investment advisor representative registered with Commonwealth Financial Network. John Walter Gallagher has been working in the securities industry since June 25, 1993. John Walter Gallagher has a total of 13 approved state registrations, including a registration in Pennsylvania for both securities and investment advisory services. Prior to joining Commonwealth Financial Network, John Walter Gallagher was registered with LINCOLN INVESTMENT and METLIFE SECURITIES INC. John Walter Gallagher is a Certified Financial Planner and is also a principal for Commonwealth Financial Network.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/01/2023 - Present
Commonwealth Financial Network (Harleysville PA)
PA
05/31/2006 - 11/01/2023
LINCOLN INVESTMENT (Harleysville PA)
PA
11/28/2005 - 05/11/2006
METLIFE SECURITIES INC. (WAYNE PA)
PA
11/28/2005 - 05/11/2006
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
06/07/1993 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 07/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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