Unclaimed
Geoff Feinstein is a financial professional with over 30 years of experience in the industry. Geoff is currently registered with The Jeffrey Matthews Financial Group, LLC and holds a Series 7 and Series 63 license. Geoff is also registered in 19 states. Geoff has been with The Jeffrey Matthews Financial Group, LLC since 1997. Prior to that, Geoff worked at Halpert And Company, Inc. in Millburn, NJ. Geoff is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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2
NJ
06/11/1997 - Present
THE Jeffrey Matthews Financial Group, LLC (FLORHAM PARK NJ)
NJ
09/03/1992 - 12/06/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BC
Issued 09/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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