Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Gallagher is a financial advisor with over 29 years of experience in the industry. Joseph is a Registered Representative of LPL Financial and an Investment Advisor Representative of Advocate Investing Services. Joseph is registered with the Securities and Exchange Commission and several states. Joseph is also a Certified Financial Planner. Joseph has experience working with individuals, families, and small businesses. Joseph specializes in financial planning, portfolio management, and retirement planning. Joseph offers a variety of services to his clients, including financial planning, investment management, and retirement planning. Joseph's goal is to help his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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
MD
01/04/2016 - Present
Advocate Investing Services (WOODBINE MD)
RI
10/05/1994 - 03/22/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 02/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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