Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg J. Leonard is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Issaquah, Washington. Greg has over 11 years of experience in the financial services industry. Greg is a Registered Representative and Investment Advisor Representative, and holds the Series 6, 7, 63, and 66 licenses. Greg has worked for several financial institutions, including Fidelity Brokerage Services LLC, Invest Financial Corporation, and Key Investment Services LLC. Greg specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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
WA
09/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (ISSAQUAH WA)
WA
12/09/2013 - 08/26/2019
FIDELITY BROKERAGE SERVICES LLC (BELLEVUE WA)
WA
11/09/2012 - 12/02/2013
INVEST FINANCIAL CORPORATION (RENTON WA)
WA
06/01/2011 - 10/16/2012
KEY INVESTMENT SERVICES LLC (NEWCASTLE WA)
BOTH
Issued 05/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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