Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Eliot tolbert Nance is an active representative of Innovation Partners LLC. Geoffrey Eliot tolbert Nance is located in Charlotte, NC and has been in the financial industry since 1992. Prior to joining Innovation Partners LLC, Geoffrey Eliot tolbert Nance was associated with FORESIDE FINANCIAL SERVICES, LLC, IVY DISTRIBUTORS, INC., WADDELL & REED, JOHN HANCOCK FUNDS, LLC, JOHN HANCOCK DISTRIBUTORS LLC, JACKSON NATIONAL LIFE DISTRIBUTORS, INC., INVESTMENT CENTERS OF AMERICA, INC., GOLDMAN, SACHS & CO., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., SIGNET INVESTMENT CORPORATION, FIRST UNION BROKERAGE SERVICES, INC., and DEAN WITTER REYNOLDS 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
11/30/2023 - Present
Innovation Partners LLC (CHARLOTTE NC)
ME
09/23/2021 - 12/21/2021
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
KS
09/05/2018 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
09/05/2018 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
GA
11/15/2005 - 10/09/2017
JOHN HANCOCK FUNDS, LLC (ATLANTA GA)
GA
12/14/2011 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
TN
03/04/2005 - 11/17/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
WI
01/14/2003 - 12/17/2004
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NY
01/13/1997 - 12/05/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
RI
01/30/1993 - 01/04/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NC
01/07/1991 - 08/13/1992
SIGNET INVESTMENT CORPORATION (CHARLOTTE NC)
NC
08/29/1989 - 07/03/1990
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
05/25/1988 - 08/23/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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