Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Ledesma is an investment advisor representative with Fidelity Personal And Workplace Advisors. Gregory has been in the financial industry since 1994. Gregory has been registered with FINRA since 1986 and currently holds Series 6, 7 and 66 licenses. Gregory has also been a registered investment advisor since 2002. Gregory has experience working with clients in Colorado, Texas and many other states. Gregory Ledesma's firm offers financial planning, educational seminars and portfolio management for individuals 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.
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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2
CO
09/27/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
05/25/2019 - 10/02/2020
INVESCO DISTRIBUTORS, INC. (Centennial CO)
CO
02/16/2007 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NY
02/20/2002 - 01/13/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IN
11/24/1999 - 11/20/2000
CONSECO EQUITY SALES, INC. (CARMEL IN)
PA
08/17/1998 - 01/15/1999
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
TX
04/07/1994 - 01/26/1998
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NA
05/05/1986 - 09/18/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 08/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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