Unclaimed
Logan Galli is a registered investment advisor representative with Cetera Investment Advisers LLC. Logan has been in the financial services industry since 2007 and has a strong background in providing financial planning and investment management services. Logan holds the Series 66, Series 7, and Series 99TO licenses. Logan is also a Registered Representative in California and a Registered Investment Advisor in California. Logan is committed to providing his clients with the highest quality financial advice and service.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/22/2024 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
08/06/2014 - 12/06/2023
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/31/2007 - 05/01/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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