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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Brown is a financial advisor at Osaic Wealth, Inc. with over 10 years of experience in the industry. Geoffrey has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. He is committed to helping his clients reach their financial goals by providing personalized financial plans and investment strategies. Geoffrey holds several industry licenses, including the Series 66, 7, and 24 licenses. He is also a registered investment advisor in New Jersey and New York. Geoffrey is dedicated to providing his clients with the highest level of service and expertise.
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.
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.
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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Hauppauge NY)
BOTH
Issued 05/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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