Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Galenski is a financial advisor with over 20 years of experience in the financial services industry. Kristopher has a broad background in both broker-dealer and investment advisor services, with a focus on providing financial advice to individuals and businesses. Kristopher is currently registered with GWN Securities Inc. and is a Series 65, 66, and 7 licensed professional. Prior to joining GWN Securities, Kristopher worked for OneAmerica Securities, Inc., AXA Advisors, LLC, and Charles Schwab & Co., Inc. Kristopher's expertise includes financial planning, portfolio management, market timing services, and selection of other advisors. He is dedicated to providing his clients with personalized financial advice and strategies to help them 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
10/19/2015 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MA
06/22/2009 - 07/24/2015
ONEAMERICA SECURITIES, INC. (HADLEY MA)
MA
10/18/2006 - 05/29/2009
AXA ADVISORS, LLC (WELLESLEY MA)
CA
05/30/2000 - 06/22/2006
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
IA
Issued 07/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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