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Jo ann Genevieve Messina

THE Leaders Group, Inc.

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About Jo ann Genevieve Messina

Jo Ann Genevieve Messina is a financial advisor with The Leaders Group, Inc., a firm located in Littleton, CO. Jo Ann has over 40 years of experience in the financial services industry and is registered with FINRA and the state of New York. She holds Series 7, 24, and 63 licenses and the SIE designation. Prior to joining The Leaders Group, Inc., Jo Ann has worked at several other firms including Capital Analysts, Incorporated, Retirement System Distributors Inc., Freedom Financial, Inc., and more.

Firm Information

Jo ann Messina 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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Jo ann Messina’s Registration & Firm History

CO

01/10/2006 - Present

THE Leaders Group, Inc. (LITTLETON CO)

OH

01/03/2005 - 12/31/2005

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

NY

03/10/2004 - 11/15/2004

RETIREMENT SYSTEM DISTRIBUTORS INC. (WHITE PLAINS NY)

NE

04/21/2003 - 03/05/2004

FREEDOM FINANCIAL, INC. (OMAHA NE)

CA

01/12/2000 - 04/23/2003

CPFG SECURITIES, INC. (CHICO CA)

CT

10/26/1994 - 11/16/1999

WG TRADING COMPANY LIMITED PARTNERSHIP (GREENWICH CT)

NY

05/14/1991 - 08/18/1994

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

06/26/1980 - 02/27/1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/09/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jo ann Genevieve Messina.
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