Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey George Wilson is a financial professional with over 20 years of experience in the industry. Geoffrey Wilson is currently registered with Houlihan Lokey Capital, Inc. and has previously been registered with firms like Whitehall Capital Markets LLC and MCMANUS & MILES INCORPORATED.
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.
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2
NY
12/22/2021 - Present
Houlihan Lokey Capital, Inc. (NEW YORK NY)
NY
02/23/2015 - 11/23/2021
WHITEHALL CAPITAL MARKETS LLC (NEW YORK NY)
NY
06/11/2001 - 01/06/2014
MCMANUS & MILES INCORPORATED (NEW YORK NY)
NY
09/17/1999 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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