Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Harden Sebold is an investment advisor representative with Osaic Wealth, Inc. Geoffrey has been in the financial industry since May 21, 1988. Geoffrey has experience with several firms, including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and INCAPITAL INSURANCE SERVICES, LLC.
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
CA
11/05/2024 - Present
Osaic Wealth, Inc. (Thousand Oaks CA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Thousand Oaks CA)
CA
02/24/2015 - 01/11/2019
LPL FINANCIAL LLC (WESTLAKE VILLAGE CA)
FL
01/02/2013 - 01/13/2015
INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)
FL
01/02/2013 - 01/13/2015
INCAPITAL LLC (DELRAY BEACH FL)
CA
06/19/2012 - 01/28/2013
LPL FINANCIAL LLC (WESTLAKE VILLAGE CA)
KS
07/13/2011 - 05/23/2012
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
CA
07/17/2007 - 07/15/2011
INDEPENDENT FINANCIAL GROUP, LLC (WESTLAKE VILLAGE CA)
TX
09/18/2006 - 07/17/2007
WFG INVESTMENTS, INC. (DALLAS TX)
CA
11/30/2005 - 09/21/2006
FSC SECURITIES CORPORATION (THOUSAND OAKS CA)
LA
08/04/2000 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
FL
07/14/1999 - 07/19/2000
THE FIRST AMERICAN INVESTMENT BANKING CORPORATION (TAMPA FL)
CA
04/23/1997 - 07/02/1999
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
02/26/1996 - 02/21/1997
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NY
02/02/1994 - 03/06/1995
J.J. KENNY DRAKE, INC. (NEW YORK NY)
NA
07/26/1984 - 08/29/1991
LEHMAN BROTHERS INC.
NA
10/03/1986 - 06/05/1987
MOSELEY SECURITIES CORPORATION
NA
12/16/1985 - 07/14/1986
MKI SECURITIES CORP.
BOTH
Issued 10/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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