Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Lancaster Hargadon is a financial advisor currently registered with UBS Financial Services Inc. located in Boston, MA. He is a seasoned professional with over 40 years of experience in the financial services industry. Geoffrey is committed to providing comprehensive financial planning, portfolio management and investment advice to individuals, families, and businesses. He is a strong advocate for building long-term relationships with clients and providing customized financial solutions tailored to their specific needs and goals.
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.
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.
See schedule d - miscellaneous
1
2
MA
09/19/2002 - Present
UBS Financial Services Inc. (BOSTON MA)
NY
01/06/1995 - 11/30/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/09/1982 - 01/19/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
01/03/1977 - 10/28/1983
FAHNESTOCK & CO.
NA
02/06/1978 - 06/24/1982
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 08/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 12/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Geoffrey Hargadon is the right advisor for you? Invested Better is here to help.
