Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Cowell Mackey is a registered representative with Robert W. Baird & Co. Inc. based in Milwaukee, Wisconsin. Geoffrey has been in the industry since 1998. Geoffrey is a Series 6, 7, 24, 63, and SIE licensed representative and offers investment advice and financial planning services to individuals, corporations, and institutions. Prior to joining Robert W. Baird & Co. Inc., Geoffrey was a representative for M&I Brokerage Services, INC. and Strong Investments, Inc.
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.
See schedule d
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.
Hard dollar payments for research
1
2
WI
12/11/2007 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
11/11/2005 - 12/07/2007
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
07/06/1998 - 01/28/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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