Rose Galeano-Phillips, financial advisor Trexlertown PA
93 score

Rose Galeano-Phillips

CRD Number: 4629675
Current Firm: Wells Fargo Clearing Services, LLC

Rose Galeano-Phillips (CRD# 4629675) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Trexlertown, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Allentown, PA Nov 2016 - Current 1
Wells Fargo Advisors, LLC Allentown, PA Sep 2012 - Nov 2016 4
Chase Investment Services Corp Susset, NJ Jun 2009 - Sep 2012 3
Dyskeratosis Congenita Outreach, Inc. Armonk, NY Nov 2008 - Aug 2011 2
Pnc Investments Pittsburgh, PA Feb 2009 - Mar 2009 < 1
Pnc Investments Hawley, PA Dec 2004 - Mar 2009 4
Pnc Financial Services Group Hawley, PA May 2001 - Mar 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Rose A. Galeano-Phillips
Phone Number: 314-875-3000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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