Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoff? Claim Your ProfileGeoff Wolcott is a registered investment advisor with Western International Securities, Inc. Geoff is based in Northridge, California. Geoff has been in the financial services industry since July 31, 2000. Geoff holds Series 6, 7, 63, and 66 licenses. Geoff is also a licensed insurance agent for Accident & Health, Life, and Variable Insurance. Geoff is a licensed agent in 26 states and is also registered as an investment advisor representative in 4 states. Geoff specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Geoff's current firm is Western International Securities, Inc., located in Pasadena, California. Geoff previously worked at Financial West Group.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/15/2019 - Present
Western International Securities, Inc. (Northridge CA)
CA
07/31/2000 - 08/21/2017
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Geoff Wolcott is the right advisor for you? Invested Better is here to help.
