Unclaimed
Geoffrey Flahardy is a financial professional with over 18 years of experience in the financial services industry. Geoffrey is currently registered with Exchangeright Securities, LLC. Previously, Geoffrey was affiliated with Lighthouse Capital Group, LLC, Lowell & Company, Inc., and Inland Securities Corporation. Geoffrey is registered in 19 states and holds the Series 63, SIE, and Series 7 licenses.
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.
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.
1
2
CA
01/29/2018 - Present
Exchangeright Securities, LLC (PASADENA CA)
CA
01/02/2020 - 07/06/2020
LIGHTHOUSE CAPITAL GROUP, LLC (PASADENA CA)
TX
01/29/2016 - 01/29/2018
LOWELL & COMPANY, INC. (LUBBOCK TX)
IL
11/11/2002 - 10/01/2014
INLAND SECURITIES CORPORATION (OAK BROOK IL)
BC
Issued 10/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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