Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffery? Claim Your ProfileGeoffery Forsyth is a financial advisor with Osaic Wealth, Inc. He is registered with the Securities and Exchange Commission and has been in the industry since 2001. Geoffery is licensed to offer securities and investment advice in multiple states, including Florida, Georgia, Indiana, Maryland, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia. Geoffery offers financial planning, portfolio management, and investment advisory services to individual clients, businesses, and charitable organizations. He is a member of the Securities Industry and Financial Markets Association (FINRA) and the Financial Industry Regulatory Authority (FINRA).
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
SC
06/14/2024 - Present
Osaic Wealth, Inc. (Columbia SC)
SC
04/21/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Columbia SC)
SC
01/04/2013 - 04/28/2023
LPL FINANCIAL LLC (COLUMBIA SC)
SC
09/27/2012 - 01/16/2013
JANNEY MONTGOMERY SCOTT LLC (COLUMBIA SC)
SC
06/01/2009 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
10/24/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)
MO
10/23/2002 - 07/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/12/2001 - 04/11/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Geoffery Forsyth is the right advisor for you? Invested Better is here to help.
