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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Allen Roush is an Investment Advisor Representative at Wellth Advisory Services, LLC. Geoffrey has been in the industry since April 2023. He is registered with the state of California and has passed the Series 65 exam. Geoffrey has experience with charitable organizations, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth individuals. His current firm is Wellth Advisory Services, LLC.
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.
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IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IA
Issued 08/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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