Linda Galeone, financial advisor Wellsboro PA
86 score

Linda Galeone

CRD 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 33 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.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Services LLC, MN Dec 2013 - Current 2
Northwest Advisors, Inc. Wellsboro, PA Oct 2011 - Current 5
Northwest Savings Bank Wellsboro, PA Jun 2011 - Current 5
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Linda L. Galeone
Phone Number: (877) 300-3454
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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