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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 Burke is a financial advisor who has been working in the financial services industry since 1994. Geoffrey has been associated with Northwest Asset Management since December 2019. Prior to that, Geoffrey worked at Morgan Stanley, William Blair & Company L.L.C. and Robertson, Stephens & Company, L.P. Geoffrey is registered with the state of Washington as an investment advisor representative and is also registered in Illinois and Texas. Geoffrey holds the Series 65, Series 63 and Series 7 licenses. Geoffrey specializes in providing financial planning, portfolio management for individuals, pension consulting and educational seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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
WA
12/11/2019 - Present
Northwest Asset Management (MERCER ISLAND WA)
OR
06/01/2009 - 12/11/2019
MORGAN STANLEY (PORTLAND OR)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
02/08/2007 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IL
03/29/1995 - 02/21/2007
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
CA
09/26/1994 - 03/28/1995
ROBERTSON, STEPHENS & COMPANY, L.P. (SAN FRANCISCO CA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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