Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gallagher is a financial professional with over 25 years of experience in the industry. Peter is currently registered with Commonwealth Financial Network in Briarcliff Manor, NY. Peter has a strong background in financial planning, portfolio management, and retirement planning. Peter is dedicated to helping clients achieve their financial goals. Peter has been a registered representative with Commonwealth Financial Network since 2016. Prior to that, Peter was a financial advisor with Citigroup Global Markets Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/29/2021 - Present
Commonwealth Financial Network (Briarcliff Manor NY)
NY
09/09/2016 - 12/01/2020
COMMONWEALTH FINANCIAL NETWORK (Briarcliff Manor NY)
NY
05/29/2007 - 09/13/2016
CITIGROUP GLOBAL MARKETS INC. (OSSINING NY)
NY
03/31/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (OSSINING NY)
NY
11/06/1997 - 03/18/2004
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
03/26/1996 - 10/02/1997
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NJ
10/05/1994 - 02/28/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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