Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Aaron Fennel is a financial advisor with Truist Securities, Inc.. Geoffrey has been in the financial services industry since 2004. Geoffrey holds the Series 7, Series 6, Series 63, and Series 65 licenses. Geoffrey is registered in 52 states and the District of Columbia. Geoffrey was previously employed by Citigroup Global Markets Inc. and First Investors Corporation.
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
GA
07/30/2007 - Present
Truist Securities, Inc. (ATLANTA GA)
NC
10/03/2003 - 02/20/2007
CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)
NJ
08/25/2003 - 09/24/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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