Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Leddy is a financial advisor with over 30 years of experience in the industry. Gregory is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since 2016. Prior to that, he worked at Piper Jaffray Inc., from 1992 to 1999 and McKeige & Co., Inc. from 1987 to 1988. Gregory is licensed to provide investment advice and services in Washington and Texas. Gregory specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
WA
01/25/2005 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
MN
09/28/1992 - 04/06/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
07/25/1987 - 08/20/1988
MCKEIGE & CO., INC.
IA
Issued 06/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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