Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoff? Claim Your ProfileGeoff Sharaky is a financial advisor who has been working in the industry since 2010. He is currently registered with Fidelity Personal And Workplace Advisors and has been with them since 2020. Prior to that, Geoff Sharaky was registered with Pruco Securities, LLC. and MML Investors Services, LLC. Geoff Sharaky is licensed in a variety of states and offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, and educational seminars.
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
CA
04/29/2021 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
02/03/2012 - 02/20/2020
PRUCO SECURITIES, LLC. (ROSEVILLE CA)
CA
08/11/2010 - 01/23/2012
MML INVESTORS SERVICES, LLC (ROSEVILLE CA)
IA
Issued 03/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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