Linda GaleoneCRD Number: 1013598
Current Firm: Northwest Advisors, Inc.
Linda Galeone (CRD# 1013598) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Wellsboro, PA and has over 34 years of experience in the finance industry. Linda Galeone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
Cetera Investment Advisers LLC
Cetera Investment Advisers LLC
|Cetera Investment Services LLC||St.cloud, MN||Dec 2013 - Current||4|
|Northwest Advisors, Inc.||Wellsboro, PA||Oct 2011 - Current||6|
|Northwest Savings Bank||Wellsboro, PA||Jun 2011 - Current||6|
|Obs Brokerage Services, Inc.||Whitehouse, OH||Jun 2011 - Dec 2013||2|
|Intersecurities, Inc.||Wellsboro, PA||Dec 2002 - Jun 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management361MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$133,853
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NY, OH, PA, SC, TX, VA
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