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Angela Gray Greenleaf

Missionsquare Investment Services

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About Angela Gray Greenleaf

Angela Gray Greenleaf is a financial advisor with Missionsquare Investment Services. She is registered with the state of District of Columbia. Angela is a Series 6, 26 and 63 licensed professional with over 24 years of experience in the industry.

Firm Information

Angela Greenleaf is currently registered with Missionsquare Investment Services. Missionsquare Investment Services is a Limited Liability Company formed in December 1998. The firm is registered in all 50 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Angela Greenleaf’s Registration & Firm History

DC

12/07/2023 - Present

Missionsquare Investment Services (WASHINGTON DC)

DC

01/20/1998 - 09/12/2022

MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)

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Licenses & Designations

BC

Issued 02/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Gray Greenleaf.
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