Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Anne Galioto is an investment advisor representative with Osaic Wealth, Inc. Susan has been active in the financial industry since 1995. Susan has passed several industry exams including the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, General Securities Principal Examination, Securities Industry Essentials Examination, and the General Securities Representative Examination. Susan has several years of experience at various firms. Susan has held previous positions with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., PERSHING ADVISOR SOLUTIONS LLC, and PERSHING 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.
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.
A percentage of the total value of assets under management is charged.
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AZ
03/12/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
05/08/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/08/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/08/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/08/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/08/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
06/27/2007 - 01/18/2019
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
05/12/1994 - 01/18/2019
PERSHING LLC (JERSEY CITY NJ)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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