Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gallagher is a financial professional with over 20 years of experience in the industry. He has held various roles in the financial services sector, including positions with INVEST FINANCIAL CORPORATION, RAYMOND JAMES FINANCIAL SERVICES, INC., and PRIMEVEST FINANCIAL SERVICES, INC. William is currently a registered representative with Commonwealth Financial Network, a leading independent financial advisor firm, in the Kennett Square, PA area. William holds several industry licenses, including Series 6, 7, 63 and 65, and provides a range of financial services including financial planning, retirement planning, and investment management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/05/2015 - Present
Commonwealth Financial Network (KENNETT SQUARE PA)
DE
04/01/2010 - 01/06/2015
INVEST FINANCIAL CORPORATION (WILMINGTON DE)
PA
06/04/2008 - 11/30/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST CHESTER PA)
PA
03/10/2003 - 06/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (DOWNINGTOWN PA)
CT
11/16/2000 - 03/06/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 05/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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