Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Allen Frazier is a financial advisor with Global Financial Private Client. Geoffrey has been a financial advisor for over 30 years, with experience in a variety of financial services roles. Geoffrey is a Certified Financial Planner and Chartered Financial Consultant, and he has a wide range of knowledge and experience in financial planning, portfolio management, and investment advisory services.
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.
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.
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FL
11/29/2021 - Present
Global Financial Private Client (SARASOTA FL)
FL
02/24/2005 - 02/15/2018
G.F. INVESTMENT SERVICES, LLC (SARASOTA FL)
CA
04/29/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
08/21/1998 - 05/03/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
01/22/2003 - 12/31/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
02/25/2000 - 12/31/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
10/08/1997 - 06/10/1998
SOUTHERN CAPITAL SECURITIES, INC. (TAMPA FL)
FL
12/17/1996 - 08/22/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MI
03/08/1994 - 08/02/1996
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
FL
09/22/1992 - 02/08/1994
STATEWIDE SECURITIES GROUP, INC. (SARASOTA FL)
CA
04/22/1992 - 02/18/1993
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NJ
10/09/1989 - 04/17/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/09/1989 - 04/17/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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