Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Crim is a financial advisor with over 20 years of experience in the industry. He has been registered with Vanguard Marketing Corp. since November 5, 1996 and holds a Series 6, Series 7 and Series 63 license. Geoffrey has a broad range of experience in the financial services industry, including investment company products, variable contracts, and general securities. He is licensed to offer investment advice in 53 states and the District of Columbia.
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
PA
11/05/1996 - Present
Vanguard Marketing Corp. (MALVERN PA)
AZ
08/22/1996 - 09/12/1996
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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