Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Mattson is a financial professional with over 20 years of experience in the industry. Geoffrey has a broad background in the financial services industry. Geoffrey is currently registered with Stonex Financial Inc. in New York, NY. Prior to that, Geoffrey was with FIFTH THIRD SECURITIES, INC. and IMPERIAL CAPITAL, LLC. Geoffrey has Series 7, Series 24, Series 63, Series 99TO and SIE licenses. Geoffrey is registered in 53 states.
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
02/02/2021 - Present
Stonex Financial Inc. (NEW YORK NY)
NY
04/17/2018 - 02/13/2020
FIFTH THIRD SECURITIES, INC. (NEW YORK NY)
NY
01/17/2017 - 03/27/2018
IMPERIAL CAPITAL, LLC (NEW YORK NY)
NY
12/26/2013 - 12/04/2015
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
GA
05/21/2008 - 01/13/2014
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
06/26/2006 - 05/02/2008
KEEFE, BRUYETTE & WOODS, INC. (ATLANTA GA)
NY
10/11/2000 - 04/20/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2014
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 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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