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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 Bourbon Voigt has been working in the financial services industry since June 1992. Geoffrey is registered with Wells Fargo Clearing Services, LLC and works in the Annapolis office. Geoffrey specializes in providing investment consulting services to institutional clients and also provides financial planning, pension consulting, and portfolio management services. Geoffrey has a strong track record of working with high net worth individuals, insurance companies, pension and profit sharing plans, corporations and other businesses. Previously, Geoffrey worked at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, and PFS INVESTMENTS INC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
04/02/2009 - Present
Wells Fargo Clearing Services, LLC (ANNAPOLIS MD)
MD
02/21/2006 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
MD
11/24/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
GA
06/01/1992 - 11/01/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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