James Gallo

VP - Financial Consultant

+1 732-345-2705

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2012-present
  • Financial Advisor, Merrill Lynch, 2010-2012
  • Rhino Trading Partners, VP - Global Equities Trader, 2009-2010
  • Alliance Bernstein, VP - Institutional Equities Trader, 2002-2009
  • Spear Leeds and Kellogg/Goldman Sachs, VP - Institutional Equities Trader, 1995-2002
  • Sherwood Securities, Assistant Equities Trader, 1993-1995

Education

  • New Jersey City State University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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