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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 Chadwick Raynor is a financial advisor with over 25 years of experience in the industry. Geoffrey is currently registered with Morgan Stanley in Raleigh, NC. Prior to joining Morgan Stanley, Geoffrey was with Ohio National Equities, Inc., Legg Mason Wood Walker, Incorporated, and Wachovia Securities, Inc. Geoffrey holds the Series 7, Series 31, Series 63, and Series 65 licenses. Geoffrey is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
09/27/2024 - Present
Morgan Stanley (Raleigh NC)
OH
09/08/2003 - 09/20/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
MD
07/02/2001 - 05/15/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
05/05/1997 - 08/20/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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