Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gallant is a financial advisor currently associated with Cetera Investment Advisers LLC. Joseph has been in the financial services industry since November 2005. Joseph holds a Series 66 license, Series 7 license and the SIE exam. Joseph is also a Certified Financial Planner. In addition to working with Cetera Investment Advisers LLC, Joseph is also involved in other business activities including independent insurance agent, agricultural land lease, Mullaney & Associates LLC, Millerick & Associates and Cahill Davis Group.
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.
1
2
NH
06/29/2023 - Present
Cetera Investment Advisers LLC (Newington NH)
NH
04/15/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Newington NH)
NH
06/10/2009 - 05/02/2011
OPPENHEIMER & CO. INC. (PORTSMOUTH NH)
MA
02/26/2008 - 06/19/2009
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
NH
11/11/2005 - 02/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH NH)
BOTH
Issued 12/1/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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