Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gallagher is a financial advisor who has been in the industry for over 6 years. Matthew currently works for Apella Wealth in West Hartford, CT. Previously, Matthew was registered with Northwestern Mutual Investment Services, LLC. Matthew Gallagher has licenses to provide investment advice in the states of Connecticut. Matthew Gallagher is a Series 6 and Series 63 licensed advisor and holds the SIE designation.
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.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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CT
08/21/2021 - Present
Apella Wealth (WEST HARTFORD CT)
CT
05/25/2017 - 10/08/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
IA
Issued 08/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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