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DG

Daniel F. Gallagher

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CRD#: 719653
DG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Francis Gallagher, who also goes by Dan Gallagher, Daniel Gallagher, Danny Gallagher, was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1980. Daniel had worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dan Gallagher | Daniel Gallagher | Danny Gallagher

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 16, 1993 - August 29, 1995

INVESTMENT NETWORK, INC.

BD
CRD#: 7685
FRANKLIN PARK, IL
Past

December 4, 1989 - December 22, 1992

OAK BROOK SECURITIES CORP.

BD
CRD#: 16886
OAKBROOK TERRACE, IL
Past

September 22, 1988 - December 19, 1989

COZAD INVESTMENT SERVICES, INC.

BD
CRD#: 10065
Past

October 5, 1987 - September 26, 1988

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

November 26, 1980 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
MINNEAPOLIS, MN
Past

November 26, 1980 - October 14, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

November 26, 1980 - October 20, 1987

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/4/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IN
INVESTMENT NETWORK, INC.
INVESTMENT NETWORK, INC. | STOCKSERVICE CORP

CRD#: 7685 / SEC#: , 8-22231

BD
Terminated by SEC on 09/10/2000
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 10/20/1977
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CHARTER ONE FINANCIAL, INC.HOLDING COMPANY OF APPLICANT
KELLY, KEVIN BRIANPRINCIPAL2658650
KOCH, CHARLES JOHNDIRECTOR
KOCH, JOHN DAVIDDIRECTOR
MICIK, ALAN THOMASSROP-CROP / PRINCIPAL862914
NEU, RICHARD WILLIAMDIRECTOR
THOMPSON, ROBERT JOSEPH JRVICE PRESIDENT, FINOP2667325

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTMENT NETWORK, INC.

CRD#: 7685

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