Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Gallo is a financial advisor who has been in the industry since 1999. Marc is a registered representative of The Wealth Consulting Group. Marc provides investment advisory services through WCG Wealth Advisors, LLC. Marc has held licenses in various states and has experience with various investment products. Marc specializes in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses. Marc has worked with individuals, corporations, trusts, pension funds, and charitable organizations.
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.
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.
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CA
12/03/2014 - Present
THE Wealth Consulting Group (SAN DIEGO CA)
CA
11/10/2014 - 04/03/2020
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/12/2013 - 11/14/2014
NEW ENGLAND SECURITIES (SAN DIEGO CA)
CA
11/26/2001 - 08/13/2013
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
11/26/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
PA
04/05/2001 - 11/05/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
04/27/1999 - 04/26/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 03/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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