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Jesse David Greenberg

THE Leaders Group, Inc.

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About Jesse David Greenberg

Jesse Greenberg is a financial advisor with The Leaders Group, Inc. based in Littleton, Colorado. Jesse has over 19 years of experience in the financial services industry. Jesse is registered with FINRA and holds the Series 6 and Series 63 licenses. Prior to joining The Leaders Group, Inc., Jesse was affiliated with SAGEPOINT FINANCIAL, INC., ING FINANCIAL PARTNERS, INC. and INTERLINK SECURITIES CORP..

Firm Information

Jesse Greenberg is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jesse Greenberg’s Registration & Firm History

CO

02/02/2015 - Present

THE Leaders Group, Inc. (LITTLETON CO)

AZ

01/16/2014 - 01/23/2015

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MA

01/01/2005 - 12/31/2013

ING FINANCIAL PARTNERS, INC. (WELLESLEY MA)

CA

06/16/2004 - 01/01/2005

INTERLINK SECURITIES CORP. (WOODLAND HILLS CA)

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Licenses & Designations

BC

Issued 08/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse David Greenberg.
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