Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Godfrey? Claim Your ProfileGodfrey Leung is a registered representative with Cambridge Investment Research Advisors, Inc. Godfrey has been in the financial services industry since 1985. Previously, Godfrey was registered with Woodbury Financial Services, Inc., New England Securities, Princor Financial Services Corporation, MONY Securities Corporation, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Sun Investment Services Company, G. R. Phelps & Co., Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Godfrey is also an independent insurance agent for various independent insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
01/21/2011 - Present
Cambridge Investment Research Advisors, Inc. (REDWOOD CITY CA)
CA
09/01/2009 - 01/26/2011
WOODBURY FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
CA
03/04/2009 - 06/22/2009
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
01/08/2005 - 03/03/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
NY
02/16/1995 - 01/03/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
01/29/1993 - 02/16/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/29/1993 - 02/16/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
01/02/1990 - 12/21/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
05/04/1989 - 02/08/1990
G. R. PHELPS & CO., INC.
NY
11/12/1984 - 05/25/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/12/1984 - 05/25/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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