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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Gallo is an Investment Advisor Representative at Kestra Advisory Services, LLC. Steven is a registered investment advisor in New Jersey, South Carolina and Texas. Steven has been in the securities industry since August 25, 1996. Steven has a Series 6, Series 7 and Series 63 license and has completed the SIE exam. Steven holds the Personal Financial Specialist designation. Steven is affiliated with Kestra Investment Services, LLC in Fairfield, New Jersey and Pawleys Island, South Carolina.
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.
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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2
NJ
07/26/2023 - Present
Kestra Advisory Services, LLC (FAIRFIELD NJ)
NJ
09/04/2001 - 06/11/2010
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
AZ
04/01/1997 - 09/27/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
08/12/1996 - 03/17/1997
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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