Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Curtis Leath is a financial professional with over 10 years of experience in the industry. Gregory is currently registered with MWA Financial Services Inc. and holds licenses in Kentucky. Gregory is dedicated to providing financial planning and investment advice to individuals, businesses and charitable organizations. Gregory is also able to select other advisors to provide additional expertise as needed.
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.
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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KY
07/06/2012 - Present
MWA Financial Services Inc. (Mayfield KY)
BC
Issued 07/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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