Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeann? Claim Your ProfileLeeann Gregg has been a registered investment advisor for over 30 years. Leeann has experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. Leeann's experience includes working at Ameriprise Financial Services, LLC, Securities America, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., NATIONSSECURITIES, NATIONSBANC SECURITIES, INC., NATIONSBANC SECURITIES OF GEORGIA, INC., and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Leeann specializes in asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
GA
03/17/2009 - Present
Ameriprise Financial Services, LLC (DULUTH GA)
GA
05/07/2009 - 07/19/2011
SECURITIES AMERICA, INC. (SANDY SPRINGS GA)
GA
01/01/1998 - 03/17/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALPHARETTA GA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
03/31/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
04/23/1985 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NA
11/23/1984 - 04/03/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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