Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cleveland? Claim Your ProfileCleveland Leray is a financial advisor with over 25 years of experience in the industry. Currently, Cleveland is an Investment Advisor Representative at Osaic Wealth, Inc. Prior to joining Osaic Wealth, Inc., Cleveland was an Investment Advisor Representative at TRIAD ADVISORS LLC. Cleveland has a broad range of experience and specializes in a number of financial areas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
08/20/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
08/23/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
08/23/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/20/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/20/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/20/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
08/06/2020 - 12/22/2020
TRIAD ADVISORS LLC (ATLANTA GA)
FL
07/17/2020 - 09/29/2020
SECURITIES AMERICA, INC. (MIAMI FL)
GA
08/06/2020 - 09/01/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/06/2020 - 09/01/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
08/06/2020 - 09/01/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
08/06/2020 - 09/01/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
02/03/2014 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
FL
11/29/2012 - 11/29/2013
PACIFIC PEARL GROUP (WEST PALM FL)
FL
03/15/2007 - 09/07/2012
INVESTACORP, INC. (MIAMI FL)
FL
06/06/2005 - 11/17/2006
BROOKSTREET SECURITIES CORPORATION (BOYNTON BEACH FL)
NY
05/25/2005 - 05/25/2005
ANDREW GARRETT INC. (NEW YORK NY)
FL
01/16/2003 - 05/23/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
07/06/2001 - 01/16/2003
CGF SECURITIES, LLC (BOCA RATON FL)
NY
03/02/2001 - 07/06/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
07/25/2000 - 03/15/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
08/27/1998 - 07/25/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
FL
05/15/1997 - 08/31/1998
BILTMORE SECURITIES, INC. (FT. LAUDERDALE FL)
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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