Gallego Financial Group of Stifel Nicolaus

Alex Gallego, AAMS®
Senior Vice President/Investments
Branch Manager

Vice President / Investments

 

Alex Gallego, AAMS®
Senior Vice President/Investments
Branch Manager

Business Experience - Branch Manager of the Stifel Nicolaus Oyster Bay branch, with over 12 years of professional financial services experience in both English and Spanish.

Associations - Past President of the Oyster Bay Chamber of Commerce; OBEN Soccer Coach; Volunteer, Brooklyn Soup Kitchen; Sponsorship Chairman.

Licenses and Certifications - Series 7 (General Securities Representative) License; Life and Health Insurance Licenses; Series 3 (Registered Commodity Representative); Series 65 (Investment Advisor Representative); Series 24 (General Securities Principal); Series 9 & 10 (General Securities Sales Supervisor); Accredited Asset Management Specialist (AAMS) certification from the College for Financial Planning.

Education - Degree in Business Administration from the American Intercontinental University, with distinction.

Specific Areas of Concentration - Asset management, 401(k) and pension plans, investment planning, issues surrounding estate planning, and wealth management services.

Personal - Currently lives in East Norwich, New York, with his wife, Rosemarie, and their three children, Natalie, A.J., and Anna.