Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Frederick Sage is a financial advisor with over 20 years of experience in the industry. He is registered with Great Valley Advisor Group, Inc. and is licensed in multiple states. Leo has held previous positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and LPL Financial LLC. Leo is committed to providing personalized financial advice to help clients achieve their financial goals. Leo's experience and expertise can help clients with a variety of financial needs, including retirement planning, investment management, and estate planning.
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.
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.
Consulting 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.
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2
FL
12/13/2023 - Present
Great Valley Advisor Group, Inc. (Stuart FL)
FL
11/17/2011 - 05/02/2018
WELLS FARGO CLEARING SERVICES, LLC (LANTANA FL)
FL
10/23/2009 - 11/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
11/28/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
FL
11/02/2004 - 12/02/2008
WAMU INVESTMENTS, INC. (WEST PALM BEACH FL)
NJ
08/18/2003 - 09/14/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 09/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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