Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Leon deitsch Kelly is a registered representative with Northwestern Mutual Investment Services, LLC. Geoffrey is licensed to sell securities in 12 states. Geoffrey has been in the securities industry since 2022 and holds the Series 7TO, Series 63, and SIE licenses. Geoffrey is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CO
05/23/2022 - Present
Northwestern Mutual Investment Services, LLC (COLORADO SPGS CO)
BC
Issued 06/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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