Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Keith Candeto is a financial advisor with over 8 years of experience in the industry. Geoffrey is currently registered with J.P. Morgan Securities LLC in Omaha, Nebraska. Previously, Geoffrey has worked with several other firms, including Mutual of Omaha Investor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., and VSR Financial Services, Inc. Geoffrey has expertise in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and other 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NE
02/01/2023 - Present
J.p. Morgan Securities LLC (Omaha NE)
NE
11/10/2022 - 12/16/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
05/11/2021 - 06/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
NE
05/30/2018 - 06/25/2019
TD AMERITRADE, INC. (OMAHA NE)
MD
10/04/2017 - 11/21/2017
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
NE
06/21/2016 - 09/12/2017
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
FL
01/21/2016 - 02/24/2016
VSR FINANCIAL SERVICES, INC. (Boca Raton FL)
FL
10/22/2015 - 02/24/2016
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
GA
05/19/2014 - 10/01/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BC
Issued 07/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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