Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Coolidge Pepe is a financial advisor who has been in the industry since 2018. Geoffrey is currently registered with Lincoln Investment in Fort Washington, Pennsylvania. Prior to joining Lincoln Investment, Geoffrey was registered with KEY INVESTMENT SERVICES LLC in Doylestown, Pennsylvania. Geoffrey has a strong background in investments, having held positions with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS.
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.
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.
1
2
PA
09/04/2024 - Present
Lincoln Investment (Fort Washington PA)
PA
12/20/2021 - 01/31/2024
KEY INVESTMENT SERVICES LLC (Doylestown PA)
FL
03/26/2018 - 02/12/2019
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
FL
11/19/2013 - 12/07/2016
WELLS FARGO ADVISORS (NORTH PORT FL)
BC
Issued 02/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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