Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Marchant is a financial advisor with Artisan Partners Distributors LLC. Geoffrey has been in the financial services industry for over 10 years. Geoffrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 7TO licenses. Geoffrey is also registered with the state of Wisconsin. Geoffrey previously worked with FORESIDE FINANCIAL SERVICES, LLC and FORESIDE FUND 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.
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
WI
06/11/2024 - Present
Artisan Partners Distributors LLC (MILWAUKEE WI)
OH
03/27/2023 - 05/02/2023
FORESIDE FINANCIAL SERVICES, LLC (Ostrander OH)
NY
02/22/2018 - 07/09/2019
FORESIDE FUND SERVICES, LLC (New York NY)
NY
12/16/2014 - 11/03/2017
FORESIDE FUND SERVICES, LLC (New York NY)
NY
10/18/2013 - 12/31/2014
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
03/01/2012 - 06/10/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 04/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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