Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael R. Gallas is a financial professional with over 7 years of experience in the financial services industry. Michael is currently registered with J.P. Morgan Securities LLC and holds Series 6, SIE and Series 63 licenses. Michael has a proven track record of success in providing investment advice and financial planning services to individuals, businesses, and institutions. Michael has previously held positions with U.S. Bancorp Investments, Inc., MML Investors Services, LLC, Park Avenue Securities LLC, NYLIFE Securities LLC, and SagePoint Financial, Inc. Michael is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs. Michael's expertise includes financial planning, retirement planning, investment management, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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 computed based on cents-per-share-deposited-into-the-account
1
2
OH
11/29/2022 - Present
J.p. Morgan Securities LLC (ROCKY RIVER OH)
CA
01/20/2021 - 09/14/2022
U.S. BANCORP INVESTMENTS, INC. (Century City CA)
CA
07/18/2019 - 11/05/2019
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
05/04/2018 - 06/17/2019
PARK AVENUE SECURITIES LLC (LOS ANGELES CA)
CA
02/22/2016 - 04/26/2018
NYLIFE SECURITIES LLC (LOS ANGELES CA)
CA
02/17/2015 - 01/13/2016
SAGEPOINT FINANCIAL, INC. (SANTA ANA CA)
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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