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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Malko-Rasumssen is a financial advisor with Cetera Investment Advisers LLC, based in Indianapolis, Indiana. Geoffrey has been in the industry since 2009 and has worked for several firms including Foresters Financial Services, Inc. and First Investors. Geoffrey is registered with the state of Indiana and holds several licenses including Series 6, 63, 26, and 65. Geoffrey specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. Geoffrey offers a variety of compensation arrangements including fixed fees, hourly charges, and percentage of assets. Geoffrey's firm, Cetera Investment Advisers LLC, is a large financial advisor with over $100 billion in assets under management and a wide range of services available to 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.
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2
IN
06/19/2019 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
01/13/2009 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 3/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/11/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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