Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Garner is a financial advisor associated with Fleming Financial Services. Geoffrey has been in the financial services industry since January 2013. Geoffrey is registered with the state of Arizona and holds a Series 66, Series 7, and SIE license. Previously, Geoffrey was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley.
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.
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.
Solicitor/referral fees
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2
AZ
05/15/2023 - Present
Fleming Financial Services (MESA AZ)
AZ
06/10/2019 - 02/23/2022
MORGAN STANLEY (GILBERT AZ)
AZ
01/14/2013 - 06/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 02/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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