Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Gailey is a financial advisor at The Strategic Financial Alliance, Inc. based in LAKE MARY, FL. Richard has over 30 years of experience in the financial services industry. Richard is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Richard holds the Series 6, 7, 63 and 65 securities licenses. Richard has a history of working for firms such as G.A. REPPLE & COMPANY, MONY SECURITIES CORP., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Richard's areas of expertise include financial planning, portfolio management, selection of other advisors and educational seminars. Richard specializes in providing financial guidance to high-net-worth individuals and corporations. Richard also provides financial services to insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, business development companies and state or municipal government entities.
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.
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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2
FL
03/07/2018 - Present
THE Strategic Financial Alliance, Inc. (LAKE MARY FL)
FL
07/30/1996 - 12/31/2014
G. A. REPPLE & COMPANY (MAITLAND FL)
NY
10/27/1995 - 06/20/1996
MONY SECURITIES CORP. (NEW YORK NY)
MA
12/11/1991 - 10/24/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/11/1991 - 10/24/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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