Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Kiyoshi Foster is an Investment Advisor Representative at J.P. Morgan Securities LLC. Geoffrey is registered with the Securities and Exchange Commission (SEC) and has a license to sell securities in several states including Massachusetts, New Hampshire, and Texas. Geoffrey has been in the financial services industry since 2019 and has previously worked for Morgan Stanley, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. Geoffrey holds the Series 7TO, Series 66, and SIE licenses and is a licensed Investment Advisor Representative. Geoffrey's areas of specialization include portfolio management for individuals and businesses, financial planning, and pension consulting. Geoffrey's primary office location is in Burlington, MA at 40 Burlington Mall Road.
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
1
2
MA
09/08/2023 - Present
J.p. Morgan Securities LLC (Burlington MA)
MA
03/16/2023 - 08/14/2023
MORGAN STANLEY (Boston MA)
MA
11/16/2022 - 08/14/2023
E*TRADE SECURITIES LLC (Boston MA)
NH
08/02/2019 - 10/03/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 08/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2019
SIE - Securities Industry Essentials 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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