Unclaimed
Mindy Nicole Gallina is a registered Investment Advisor Representative associated with William Joseph Capital Management, Inc. Mindy is a financial professional with experience in various financial fields. Mindy is licensed to provide financial advice in North Carolina. Mindy has a Series 65 license and offers financial planning, selection of other advisers, and portfolio management for individuals.
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.
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.
Selection of other advisers
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2
NC
08/12/2022 - Present
William Joseph Capital Management, Inc. (Hampstead NC)
IA
Issued 07/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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