Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Francis Weber is a financial advisor with over 12 years of experience in the industry. Currently, Geoffrey is registered with Citigroup Global Markets Inc. and holds licenses for Series 63, Series 24, SIE and Series 17. Prior to joining Citigroup Global Markets Inc., Geoffrey worked at UBS Securities LLC. Geoffrey is registered to provide financial advice in all 50 states as well as Puerto Rico and the Virgin Islands. Geoffrey's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Geoffrey's firm, Citigroup Global Markets Inc., provides financial advisory services for individuals, corporations, businesses, and institutional clients.
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.
Asset allocation advice
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.
1
2
NY
03/26/2012 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
11/05/2010 - 02/09/2012
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 10/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 17 - Limited Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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