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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 Januleski is a financial advisor with Fidelity Personal And Workplace Advisors. Geoffrey is a Registered Representative and Investment Advisor Representative with over 17 years of experience in the financial services industry. Geoffrey offers financial planning and portfolio management services to individuals, families, and businesses.
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.
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
07/05/2022 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
06/01/2021 - 05/31/2022
E*TRADE SECURITIES LLC (LOS ANGELES CA)
MD
10/15/2019 - 01/11/2021
TD AMERITRADE, INC. (Potomac MD)
TX
02/17/2015 - 10/08/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
IL
03/10/2014 - 08/20/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
07/30/2012 - 07/26/2013
NEXBANK SECURITIES INC (DALLAS TX)
CT
05/17/2005 - 12/05/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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