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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geneva? Claim Your ProfileGeneva Goedhart is a financial advisor currently working with UBS Financial Services Inc. in Miami, FL. Geneva has been in the financial services industry since June 18, 2000. She has passed a number of industry exams including the Series 6, 7, 31, 63, and 66. Geneva has been registered with the state of Florida since December 3, 2008, and also holds licenses to practice in California, New York. Geneva has experience with firms like Citigroup Global Markets Inc, Wachovia Securities, LLC and First Union 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
12/03/2008 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
01/27/2006 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
MO
05/11/2001 - 09/24/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2000 - 03/23/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/07/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
07/17/1998 - 12/23/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 02/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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