Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gallagher is a financial advisor with over 30 years of experience in the industry. He currently works with Stifel, Nicolaus & Company, Inc. in Bethel Park, Pennsylvania. Kevin has a wide range of experience, having previously worked with Ryan Beck & Co., Janney Montgomery Scott LLC, Legg Mason Wood Walker, Incorporated, and Prudential-Bache Securities Inc. Kevin is a Certified Financial Planner and is registered to provide investment advice in Pennsylvania, as well as in other states including Florida, Georgia, Maryland, New York, North Carolina, Ohio, South Carolina, Virginia and West Virginia. Kevin is also registered as a broker-dealer in a number of states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
11/20/2007 - Present
Stifel, Nicolaus & Company, Inc. (BETHEL PARK PA)
PA
10/13/2006 - 07/31/2007
RYAN BECK & CO. (BETHEL PARK PA)
PA
02/19/1992 - 11/06/2006
JANNEY MONTGOMERY SCOTT LLC (CANNONSBURG PA)
MD
05/09/1990 - 02/20/1992
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/23/1985 - 05/10/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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