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 25 years of experience in the industry. Joseph is currently registered with Kovack Advisors, Inc. and Kovack Securities, Inc. as a Registered Representative and Investment Advisor Representative. Joseph has previously worked with Securian Financial Services, Inc., Merrimac Corporate Securities, Inc., Signator Investors, Inc., Equity Services, Inc., AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Joseph is registered in Florida, Louisiana, Ohio, and Washington. Joseph is a licensed insurance professional and holds Series 6, 7, 63, and 65 licenses.
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.
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
FL
03/11/2014 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
04/07/2011 - 03/12/2014
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
09/08/2008 - 04/05/2011
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
02/24/2003 - 09/10/2008
SIGNATOR INVESTORS, INC. (MAITLAND FL)
VT
05/06/2002 - 01/29/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
07/02/1996 - 03/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/02/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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