Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey J. Passehl is a financial advisor in Mickleton, NJ. He has been in the industry since 1999. He is registered with Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Geoffrey is licensed to offer securities and investment advisory services in 21 states. Geoffrey is also registered to offer investment advisory services in New Jersey. He has a Series 6, 7, 26, 63 and 65 licenses, as well as a SIE license.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NJ
09/02/2022 - Present
Northwestern Mutual Investment Services, LLC (Mickleton NJ)
WI
10/07/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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