Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gallagher is a financial professional with over 25 years of experience in the securities industry. Michael is currently a registered representative with Charles Schwab & Co., Inc. Michael has held several positions in the financial services industry, including roles at TD Ameritrade Clearing, Inc., TD Ameritrade, Inc., National Investor Services Corp., R. J. Thompson Securities, Inc., Bluestone Capital Partners, L.P., and Professional Concepts & Planning, Inc. Michael has a broad range of experience in the financial services industry, including securities trading, financial planning, and portfolio management. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
03/30/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/16/2010 - 12/31/2023
TD AMERITRADE CLEARING, INC. (Southlake TX)
TX
09/06/2007 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
TX
06/29/2006 - 09/17/2007
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
NE
04/20/2004 - 08/02/2007
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
10/25/2000 - 06/29/2006
TD AMERITRADE, INC. (OMAHA NE)
NJ
11/13/2003 - 01/29/2004
R. J. THOMPSON SECURITIES, INC. (JERSEY CITY NJ)
NY
09/29/1998 - 09/29/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
05/29/1998 - 10/07/1998
PROFESSIONAL CONCEPTS & PLANNING, INC. (GARDEN CITY NY)
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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