Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Gallagher is a registered representative of LPL Financial LLC and has been in the financial services industry since 2005. Philip has a Series 6, 7, 65 and 66 license. Philip is registered with FINRA and has passed the Securities Industry Essentials (SIE) Exam. Philip Gallagher is registered to provide investment advice in 22 states. Philip has held positions at Valmark Securities, Inc. and New England Securities in the past.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
05/22/2020 - Present
LPL Financial LLC (CENTERVILLE OH)
OH
09/07/2007 - 07/17/2018
VALMARK SECURITIES, INC. (DAYTON OH)
OH
11/04/2005 - 08/21/2007
NEW ENGLAND SECURITIES (COLUMBUS OH)
IA
Issued 09/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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