Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Forcino is a financial advisor registered with Kathmere Capital Management, LLC in Wayne, Pennsylvania. Geoffrey has been a financial advisor for over 18 years and has a wide range of experience in the financial industry. Geoffrey is passionate about helping individuals and families achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
09/30/2019 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
10/01/2019 - 03/22/2024
PURSHE KAPLAN STERLING INVESTMENTS (Wayne PA)
PA
05/02/2007 - 10/09/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
02/18/2005 - 05/08/2007
JEFFERSON PILOT SECURITIES CORPORATION (BRYN MAWR PA)
VT
11/12/2004 - 12/10/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 05/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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