Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Knight Alexander is an investment advisor representative with R M Davis Inc. located in PORTLAND, Maine. Geoffrey has been in the industry since March 1997. Geoffrey has a Series 7 license and a Series 65 license. Geoffrey is registered as an Investment Advisor Representative in Maine, New Hampshire, and Texas. Geoffrey has worked with clients including High Net Worth Individuals, corporations, charitable organizations, and pension plans.
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.
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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ME
05/02/2006 - Present
R M Davis Inc. (PORTLAND ME)
IA
Issued 04/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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