Unclaimed
Keith Lawrence Galanti is a financial advisor with over 30 years of experience in the financial services industry. Keith has been associated with Morgan Stanley since 2007, and is currently registered with the firm in New Jersey, New York and Texas. Prior to joining Morgan Stanley, Keith worked with a number of firms, including Morgan Stanley DW Inc. Keith is a Series 7, Series 24, Series 31 and Series 63 licensed professional, with a strong track record of success in providing financial advice to individuals, families and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/01/2009 - Present
Morgan Stanley (Garden City NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
03/13/2000 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
FL
11/24/1999 - 03/24/2000
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
01/04/1999 - 12/31/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
12/13/1990 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
10/10/1990 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NY
02/10/1989 - 10/22/1990
BEST INVESTORS GROUP, INC. (HAUPPAUGE NY)
NA
04/11/1988 - 01/26/1989
ESCALATOR SECURITIES, INC.
NA
11/05/1984 - 04/20/1988
BLINDER, ROBINSON & CO., INC.
NA
10/26/1984 - 11/05/1984
NORBAY SECURITIES INC.
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Keith Galanti is the right advisor for you? Invested Better is here to help.