Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Leyden is a financial advisor with over 15 years of experience in the financial services industry. Gregory is currently registered with Ameriprise Financial Services, LLC, and previously worked with Comerica Securities, TIAA-CREF Individual & Institutional Services, LLC, Mutual Securities, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Gregory is licensed to provide investment advice in several states across the country. Gregory specializes in portfolio management for individuals and businesses, financial planning, asset allocation, and pension consulting.
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.
Asset allocation services
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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TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
04/30/2019 - 11/03/2023
COMERICA SECURITIES (DALLAS TX)
TX
06/21/2012 - 04/01/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
02/28/2011 - 04/29/2011
MUTUAL SECURITIES, INC. (DALLAS TX)
TX
01/01/2008 - 02/24/2009
FIDELITY BROKERAGE SERVICES LLC (LEWISVILLE TX)
TX
07/16/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (LEWISVILLE TX)
TX
06/08/2005 - 07/09/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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