Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Aden is a financial professional with over 30 years of experience in the industry. He has held various roles at different firms including Woodbury Financial Services, Inc. and Cetera Advisors LLC. Currently, Geoffrey is an Investment Adviser Representative at Osaic Wealth, Inc. based in Novato, California. He provides a wide range of financial advisory services including financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (NOVATO CA)
CA
12/15/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NOVATO CA)
CA
01/16/2014 - 12/20/2021
CETERA ADVISORS LLC (PETALUMA CA)
CA
10/06/1998 - 01/21/2014
LPL FINANCIAL LLC (PETALUMA CA)
CA
01/24/1996 - 10/29/1998
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
08/25/1994 - 02/08/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/14/1991 - 08/02/1994
F.N. WOLF & CO., INC.
IA
07/08/1994 - 07/19/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 01/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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