Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Fernando Gallego is a financial advisor at Osaic Wealth, Inc. Jose has over 30 years of experience in the financial industry. Jose specializes in financial planning, pension consulting and portfolio management for businesses and individuals. Jose has been registered with FINRA since 1985 and is a registered investment advisor in Illinois.
NAPERVILLE, IL
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.
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2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (NAPERVILLE IL)
IL
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NAPERVILLE IL)
IL
01/26/2010 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NAPERVILLE IL)
IL
09/25/2006 - 01/27/2010
UVEST FINANCIAL SERVICES GROUP, INC. (NAPERVILLE IL)
IL
08/20/1998 - 09/06/2006
LINSCO/PRIVATE LEDGER CORP. (NORTH AURORA IL)
IA
03/28/1998 - 07/24/1998
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IL
06/22/1993 - 03/28/1998
ADM SECURITIES, INC. (CHICAGO IL)
IL
11/30/1992 - 07/14/1993
STRIKER SECURITIES, INC. (CHICAGO IL)
NA
01/01/1991 - 03/22/1991
R.B. WEBSTER INVESTMENTS, INC.
NA
01/10/1986 - 01/25/1989
GRAYSTONE NASH, INC.
NA
07/16/1985 - 01/28/1986
WEAVER JOHNSON & COMPANY,INC.
NA
06/07/1985 - 07/17/1985
WRITER (R.) SECURITIES, INC.
NA
03/20/1985 - 06/03/1985
GRAYSTONE NASH, INC.
IA
Issued 5/4/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/1/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/2/1992
Series 4 - Registered Options Principal Examination
BC
Issued 9/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/2/1991
Series 3 - National Commodity Futures Examination
BC
Issued 3/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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