Unclaimed
Paul Gallagher is a financial professional with over 28 years of experience in the securities industry. Currently, Paul is registered with Fifth Third Securities, Inc. in New York, NY. Paul has previously held positions at other reputable firms such as ROBERT W. BAIRD & CO. INCORPORATED, STIFEL, NICOLAUS & COMPANY, INCORPORATED, and MF GLOBAL INC. Paul's experience includes providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
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2
NY
03/10/2022 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
NY
04/09/2015 - 09/23/2021
ROBERT W. BAIRD & CO. INCORPORATED (Garden City NY)
NY
12/05/2011 - 04/16/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
04/29/2009 - 12/05/2011
MF GLOBAL INC. (NEW YORK NY)
NY
06/10/2005 - 04/17/2009
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
04/26/2006 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
07/09/2004 - 06/20/2005
CANTOR FITZGERALD & CO. (NEW YORK NY)
MN
02/25/2004 - 06/09/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
12/17/2003 - 02/12/2004
BONDS DIRECT SECURITIES LLC (NEW YORK NY)
NJ
08/30/2001 - 12/19/2003
MELLON SECURITIES LLC (JERSEY CITY NJ)
NY
10/29/1996 - 08/21/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
02/05/1993 - 10/30/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 3/1/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/1998
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 2/2/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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