Unclaimed
Michael Gallo is a financial professional with over 30 years of experience in the industry. Michael is currently registered with MMA Securities LLC as a Registered Representative. Prior to this, Michael worked at Tower Square Securities, Inc. and Carillon Investments, Inc. Michael is also licensed in several states, including California, Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania and Virginia. Michael's primary focus is on providing financial advice to retirement plan participants, insurance companies, individuals, charitable organizations, state or municipal government entities, and pension and profit-sharing plans.
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.
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.
Advisory services to retirement plan participants
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.
Earned based on transactions or products sold.
Based on assets under advisement or per capita
1
2
NJ
12/20/1999 - Present
MMA Securities LLC (Saddlebrook NJ)
CA
08/11/1997 - 12/21/1999
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
OH
03/17/1988 - 08/08/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
12/13/1985 - 03/26/1988
NATHAN & LEWIS SECURITIES, INC.
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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