Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Leasca is an Investment Advisor Representative with over 38 years of experience in the financial services industry. George has a wide range of experience in advising clients and is registered with Morgan Stanley. He is also registered with the states of Connecticut and Texas. George is a highly experienced professional with a proven track record of success. His previous experience includes time at both CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC.. He has a strong commitment to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
03/26/2020 - Present
Morgan Stanley (Worcester MA)
MA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)
NY
12/21/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George Leasca is the right advisor for you? Invested Better is here to help.
