Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Jeffrey Gallardo is a financial advisor with Pacer Financial, Inc. in Malvern, Pennsylvania. Joseph has been in the securities industry since 2014. Joseph holds the Series 6, 7, 63 and 66 licenses, and the SIE exam. Joseph has previous experience with FRED ALGER & COMPANY, LLC, NYLIFE DISTRIBUTORS LLC and J.P. MORGAN SECURITIES LLC.
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.
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.
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2
PA
07/15/2021 - Present
Pacer Financial, Inc. (Malvern PA)
NY
06/09/2016 - 10/23/2020
FRED ALGER & COMPANY, LLC (NEW YORK NY)
NY
06/19/2014 - 04/29/2016
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
08/29/2013 - 06/24/2014
J.P. MORGAN SECURITIES LLC (BALDWIN NY)
BOTH
Issued 07/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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