Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Gregory Abel is a financial advisor with over 25 years of experience in the industry. Leo is a Certified Financial Planner® professional and holds licenses to practice in multiple states. Leo is currently registered with Abel Hall, LLC and provides a range of financial planning and advisory services for individuals, families, and businesses. Leo previously held positions with a number of firms, including Raymond James Financial Services and Mutual Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
LA
06/08/2019 - Present
Abel Hall, LLC (BATON ROUGE LA)
LA
06/07/2019 - 07/20/2020
MUTUAL SECURITIES, INC. (Baton Rouge LA)
LA
02/13/2002 - 06/10/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
NY
12/18/1995 - 02/19/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
09/09/1994 - 12/05/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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