Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory J. Leone is a financial professional with over 19 years of experience in the securities industry. Currently, Gregory Leone is a registered representative with Cetera Investment Advisers LLC in Georgetown, CT and Glen Mills, PA. Gregory Leone is a Registered Representative, Investment Adviser Representative and holds the Series 7, Series 24, Series 63 and Series 65 licenses. Gregory Leone has experience with Georgetown Financial Group, GFG Retirement Solutions and Frank Crystal & Co.
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.
A percentage of the total value of assets under management is charged.
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CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GEORGETOWN CT)
NY
10/09/2009 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (NEW YORK NY)
PA
06/23/2008 - 12/01/2008
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
PA
07/19/2007 - 12/21/2007
FIRST HEARTLAND CAPITAL, INC. (JENKINTOWN PA)
TX
05/17/2005 - 10/30/2006
CLARK SECURITIES, INC. (DALLAS TX)
FL
01/23/2002 - 03/11/2005
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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