Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandy? Claim Your ProfileSandy Galuppo is a financial advisor with Purefi Wealth, LLC in Boston, MA. Sandy has been a registered investment advisor for over 28 years. Sandy is also a registered representative. Prior to joining Purefi Wealth, LLC, Sandy worked at Wainright Investment Counsel, LLC and WFS, LLC.
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.
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.
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MA
12/06/2023 - Present
Purefi Wealth, LLC (BOSTON MA)
MA
04/05/2017 - 04/17/2017
WFS, LLC (BOSTON MA)
NY
09/28/1995 - 10/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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