Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leanne? Claim Your ProfileLeanne Gray is a financial advisor who has been in the industry for over 14 years. Leanne is registered with Raymond James Financial Services Advisors, Inc., and has a Series 7, Series 66 and SIE license. Leanne also holds the designation of Certified Financial Planner (CFP). Leanne has experience working with various clients, including individuals, families, businesses, and retirement plans. Leanne's previous experience includes working with UBS Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Leanne is committed to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
10/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Linwood NJ)
NJ
07/20/2012 - 10/18/2022
UBS FINANCIAL SERVICES INC. (NORTHFIELD NJ)
NJ
09/16/2008 - 07/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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