Unclaimed
Geoffrey Chad Ringle is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Cincinnati, Ohio. Geoffrey Chad Ringle has been in the financial services industry since 2011. Prior to Cambridge Investment Research Advisors, Inc., Geoffrey Chad Ringle was with INVEST Financial Corporation, LPL Financial LLC, Money Concepts Capital Corp., and Fidelity Brokerage Services LLC. Geoffrey Chad Ringle is registered with FINRA as a Registered Representative and is also licensed as an Investment Advisor Representative in Ohio and Indiana.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/18/2017 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
04/17/2017 - 10/18/2017
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
OH
09/24/2015 - 07/20/2016
LPL FINANCIAL LLC (HARRISON OH)
OH
10/10/2014 - 09/01/2015
MONEY CONCEPTS CAPITAL CORP (HARRISON OH)
KY
07/04/2008 - 10/10/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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