Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Glazier is a financial advisor with over 15 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative, and has been actively involved in the financial services industry since 2006. Geoffrey holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam. He has worked with various firms throughout his career, including Securities America, Inc. and LPL Financial Corporation. Currently, Geoffrey works with Mariner Wealth, offering financial planning, investment management, and insurance sales. He is dedicated to providing personalized advice and guidance to individuals and families to help them reach 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.
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.
Family office services
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
OH
10/01/2021 - Present
Mariner Wealth (WEST CHESTER OH)
OH
08/20/2009 - 09/24/2021
SECURITIES AMERICA, INC. (WEST CHESTER OH)
KY
05/05/2009 - 07/13/2009
LPL FINANCIAL CORPORATION (CALIFORNIA KY)
OH
03/31/2009 - 05/29/2009
CROWN CAPITAL SECURITIES, L.P. (CINCINNATI OH)
OH
07/20/2006 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (CINCINNATI OH)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Geoffrey Glazier is the right advisor for you? Invested Better is here to help.
