Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tushar? Claim Your ProfileTushar Gala is a registered investment advisor representative with Equitable Advisors, LLC, based in Wellesley, Massachusetts. Tushar has been in the financial services industry since July 3, 2015. Tushar has a wide range of experience in the financial services industry, including working with Citizens Securities, Inc. and LPL Financial LLC. Tushar holds a Series 6, 7, 63, and 65 license, and has passed the Securities Industry Essentials (SIE) exam. Tushar specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Tushar also provides pension consulting and selection of other advisors.
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.
1
2
MA
12/07/2022 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
11/28/2017 - 05/04/2021
CITIZENS SECURITIES, INC. (PEABODY MA)
MA
10/07/2016 - 11/30/2017
LPL FINANCIAL LLC (MEDFORD MA)
MA
02/06/2015 - 05/11/2016
CITIZENS SECURITIES, INC. (BURLINGTON MA)
IA
Issued 09/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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