Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Gatlin is a financial advisor with Raymond James & Associates, Inc. Geoffrey has been in the financial industry since 1997 and is licensed in multiple states. Geoffrey holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Geoffrey has experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. In addition to his work at Raymond James & Associates, Inc., Geoffrey also owns and operates several rental properties.
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.
Please see note in schedule d - miscellaneous
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
TX
03/27/2018 - Present
Raymond James & Associates, Inc. (SAN ANTONIO TX)
TX
02/10/2016 - 04/03/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
12/13/2001 - 02/11/2016
RAYMOND JAMES & ASSOCIATES, INC. (BOERNE TX)
TX
11/05/1997 - 01/03/2002
KERCHEVILLE & COMPANY, INC. (SAN ANTONIO TX)
IA
Issued 09/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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