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Magdalena Eberhardt

Public Safety Financial/galloway

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About Magdalena Eberhardt

Magdalena Eberhardt is an investment advisor representative with Public Safety Financial/Galloway. Magdalena has been in the industry since 1999. Magdalena has a Series 7, Series 63, and Series 65. Magdalena is registered in Arizona and California. Magdalena provides financial planning, educational seminars and portfolio management for individuals and businesses. In addition to the firm's main office in Mesa, Arizona, Magdalena also has a branch office in Mesa, Arizona.

Firm Information

Magdalena Eberhardt is currently registered with Public Safety Financial/galloway. Public Safety Financial/galloway is a registered investment advisor with offices in Mesa, Arizona. They have 27 investment adviser representatives, 3 registered representatives, and manage over $792 million in assets. The firm provides financial planning, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
Public Safety Financial/galloway

1138 N ALMA SCHOOL RD

MESA, AZ 85201

$792.72M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Magdalena Eberhardt’s Registration & Firm History

AZ

01/03/2025 - Present

Public Safety Financial/galloway (MESA AZ)

AZ

06/30/2008 - 12/23/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (MESA AZ)

CO

08/25/2006 - 06/27/2008

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

AZ

06/02/2005 - 02/17/2006

MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)

MO

07/01/2003 - 02/16/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

01/29/1999 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/14/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Magdalena Eberhardt.
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