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 an investment advisor representative with Osaic Wealth, Inc. Jose has been in the industry since 1988. Osaic Wealth, Inc. provides financial planning, pension consulting, and portfolio management for individuals and businesses. Jose is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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 05/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/02/1992
Series 4 - Registered Options Principal Examination
BC
Issued 09/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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