Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Cogger is a financial advisor with Cary Street Partners, a firm based in Richmond, Virginia. Geoffrey has been in the financial services industry for over 25 years and holds several professional designations including Certified Financial Planner and Chartered Financial Consultant. Geoffrey has extensive experience working with individuals, families, corporations, and institutions. Cary Street Partners is a wealth management firm that provides a variety of financial services including financial planning, investment management, and retirement planning. The firm has a strong commitment to providing personalized and comprehensive financial advice to their clients.
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.
Revenue sharing with certain third parties
1
2
VA
11/21/2023 - Present
Cary Street Partners (Leesburg VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
02/03/2016 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
MD
10/11/2006 - 01/13/2016
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
MA
01/26/2004 - 10/11/2006
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
03/22/2000 - 11/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
RI
10/03/1994 - 02/05/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Geoffrey Cogger is the right advisor for you? Invested Better is here to help.
