Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geffrey? Claim Your ProfileGeffrey Gioia is a financial advisor with over 25 years of experience in the industry. Geffrey is registered with Fidelity Personal And Workplace Advisors and holds licenses in Colorado and Texas. Geffrey has previously worked at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northcoast Research Partners, LLC, and Longbow Securities, LLC. Geffrey's previous experience includes providing financial advice to a wide range of clients, including individuals, corporations, and pension plans.
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.
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
CO
01/13/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
OH
04/03/2019 - 11/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
OH
05/13/2013 - 02/08/2019
NORTHCOAST RESEARCH PARTNERS, LLC (Cleveland OH)
OH
05/13/2013 - 06/04/2017
AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)
OH
10/01/2010 - 04/16/2013
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
OH
04/13/2010 - 09/30/2010
WUNDERLICH SECURITIES, INC. (BRECKSVILLE OH)
OH
10/21/2002 - 02/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (CLEVELAND OH)
TN
01/02/2001 - 10/21/2002
FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)
OH
02/26/1996 - 01/02/2001
MAXUS SECURITIES CORP (CLEVELAND OH)
OH
03/22/1994 - 03/22/1996
ROULSTON RESEARCH CORP. (CLEVELAND OH)
BOTH
Issued 06/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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