Unclaimed
Nancy Dull Gallagher is a financial professional with over 10 years of experience in the industry. She is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC in Midlothian, Virginia. Nancy's expertise spans financial planning, portfolio management for individuals and businesses, and pension consulting. Her previous experience includes roles with OneAmerica Securities, Inc., MML Investors Services, LLC, and NFP Securities, Inc. Nancy holds Series 7 and 66 licenses as well as the Securities Industry Essentials (SIE) exam. She is committed to providing comprehensive financial guidance and personalized service to her clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
03/21/2024 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
IN
08/11/2022 - 02/16/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
VA
05/22/2014 - 07/01/2022
MML INVESTORS SERVICES, LLC (Vienna VA)
VA
06/15/2012 - 10/02/2013
NFP SECURITIES, INC. (VIENNA VA)
BOTH
Issued 2/4/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Gallagher is the right advisor for you? Invested Better is here to help.