Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Kasher is a financial advisor with over 30 years of experience in the industry. Geoffrey is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Florida. Previously, Geoffrey was associated with Cambridge Investment Research, Inc. and MetLife Securities Inc. Geoffrey specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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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2
FL
09/09/2024 - Present
Osaic Wealth, Inc. (BOYNTON BEACH FL)
FL
01/20/2015 - 03/12/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOYNTON BEACH FL)
FL
11/15/2007 - 02/02/2015
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
05/03/1999 - 11/19/2007
PARK AVENUE SECURITIES LLC (LAKE WORTH FL)
NA
06/12/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION
NY
12/22/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/07/1997 - 06/10/1998
GUARDIAN INVESTOR SERVICES CORPORATION
IA
Issued 05/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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