Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Nance is an investment advisor representative associated with LPL Financial LLC. Geoffrey has been working in the financial industry since October 12, 1996. Geoffrey is registered to provide investment advice in Arizona, California, Connecticut, Delaware, Florida, Nevada, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. Geoffrey has a wide range of experience in the financial services industry. Geoffrey has also held previous positions with CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC., WELLS FARGO ADVISORS, LLC, HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., NATIONWIDE PLANNING ASSOCIATES INC., and AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
02/01/2024 - Present
LPL Financial LLC (WESTBURY NY)
NY
01/26/2022 - 10/23/2023
CHARLES SCHWAB & CO., INC. (Lake Grove NY)
NY
04/04/2013 - 10/23/2023
TD AMERITRADE, INC. (Lake Grove NY)
NY
08/14/2007 - 04/02/2013
WELLS FARGO ADVISORS, LLC (SYOSSET NY)
NY
01/01/2005 - 07/31/2007
HSBC SECURITIES (USA) INC. (COMMACK NY)
NY
04/15/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NJ
01/02/2003 - 04/14/2004
NATIONWIDE PLANNING ASSOCIATES INC. (FAIR LAWN NJ)
NY
12/10/2001 - 12/31/2002
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
06/21/1996 - 12/12/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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