Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoff? Claim Your ProfileGeoff Louis Grabe is a financial advisor registered with LPL Financial LLC. Geoff has been in the securities industry since 1998. Geoff has a broad range of experience in the industry having worked for a variety of firms such as BANCWEST INVESTMENT SERVICES, INC., SORRENTO PACIFIC FINANCIAL, LLC, IFMG SECURITIES, INC., CITICORP INVESTMENT SERVICES and WELLS FARGO INVESTMENTS, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
07/19/2023 - Present
LPL Financial LLC (FRESNO CA)
CA
05/16/2011 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CLOVIS CA)
CA
01/19/2011 - 05/31/2011
SORRENTO PACIFIC FINANCIAL, LLC (MADERA CA)
CA
03/04/2008 - 01/31/2011
LPL FINANCIAL LLC (FIREBAUGH CA)
CA
01/06/2005 - 03/04/2008
IFMG SECURITIES, INC. (SANTA ROSA CA)
NY
09/30/2003 - 01/07/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
07/05/2002 - 10/03/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/10/1998 - 06/25/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 08/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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