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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Franklin is an investment advisor representative with Mercer Global Advisors Inc. Geoffrey has been in the financial services industry for over 20 years. He has a Series 7, Series 63, and Series 65 license, and is a Certified Financial Planner. Geoffrey has experience in a variety of financial services, including financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He is dedicated to providing a high level of service to his clients and building long-term relationships.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
PA
11/22/2019 - Present
Mercer Global Advisors Inc. (RADNOR PA)
NJ
06/18/2018 - 01/04/2019
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
11/01/2016 - 10/04/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hackensack NJ)
NJ
10/01/2008 - 11/08/2016
J.P. MORGAN SECURITIES LLC (UPPER MONTCLAIR NJ)
DE
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEWARK DE)
NY
09/26/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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