Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greekly? Claim Your ProfileGreekly Leonard Gates is a registered representative with Raymond James Financial Services Advisors, Inc. Greekly Leonard Gates has been in the financial services industry since September 30, 1986. Greekly Leonard Gates is located in Memphis, Tennessee. Greekly Leonard Gates is a registered representative of Raymond James Financial Services Advisors, Inc. and is also licensed as an Investment Advisor Representative in Tennessee. Greekly Leonard Gates works with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, banking institutions, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Memphis TN)
SC
12/02/1998 - 12/23/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
01/07/1997 - 12/09/1998
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MO
04/29/1993 - 01/07/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
TN
09/25/1986 - 04/22/1993
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BC
Issued 08/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1986
Series 4 - Registered Options Principal Examination
BC
Issued 08/21/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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