Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo McAllister is a financial advisor who has been in the industry since 1974. Leo is currently registered with Cadaret, Grant & CO., Inc. and has been with the firm since 1989. Leo has experience in selling life, annuity and long term care insurance products and is also a Town Supervisor for the Town of Cobleskill, New York.
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.
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
NY
12/12/2024 - Present
Cadaret, Grant & CO., Inc. (COBLESKILL NY)
NA
10/21/1988 - 10/02/1989
CADARET, GRANT & CO., INC.
GA
01/08/1985 - 11/02/1988
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
04/09/1984 - 01/25/1985
VANDERBILT CAPITAL CORPORATION
NA
03/27/1978 - 04/09/1984
OFFERMAN & CO., INC.
NA
01/30/1979 - 12/25/1980
CONNECTICUT MUTUAL LIFE INSURANCE COMPANY
NA
07/16/1974 - 05/08/1978
IDS LIFE INSURANCE COMPANY
NA
07/16/1974 - 05/08/1978
IDS MARKETING CORPORATION
NA
07/16/1974 - 05/08/1978
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 11/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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