Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Lloyd Kuczmarski is a financial advisor who has been in the industry since 2009. Currently, Geoffrey is a registered representative with Robert W. Baird & Co. Inc., where he has been employed since 2011. Geoffrey has a strong background in the financial industry with experience at both Farmers Financial Solutions, LLC and GWFS Equities, Inc. His extensive knowledge is reflected in his licenses, including holding Series 6, 7, 52, and 63 licenses along with the SIE.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
01/05/2011 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
08/02/2010 - 10/12/2010
FARMERS FINANCIAL SOLUTIONS, LLC (BROOKFIELD WI)
WI
11/17/2008 - 05/27/2010
GWFS EQUITIES, INC. (GLENDALE WI)
BC
Issued 12/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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