Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoff? Claim Your ProfileGeoff MacDonald is a financial advisor who has been in the industry since 2012. Geoff is currently registered with Fnex Capital, LLC and holds Series 3, 7, 24, 63, 7TO, 82TO and SIE licenses. Geoff has previous experience with Mizuho Securities USA Inc., Barclays Capital Inc., Mayer & Schweitzer, Inc., and Gruntal & Co., L.L.C.
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
IN
03/14/2022 - Present
Fnex Capital, LLC (INDIANAPOLIS IN)
NY
09/13/2004 - 08/13/2007
MIZUHO SECURITIES USA INC. (NEW YORK NY)
NY
07/22/1998 - 07/09/2004
BARCLAYS CAPITAL INC. (NEW YORK NY)
CT
08/28/1997 - 06/18/1998
MAYER & SCHWEITZER, INC. (STAMFORD CT)
NY
04/24/1997 - 06/30/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/13/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 3 - National Commodity Futures Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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