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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 Lynn Newman is a financial advisor who is registered with the state of Maryland. Geoffrey is currently employed by Osaic Wealth, Inc. in Rockville, Maryland and has been in the industry since October 8, 2009. Geoffrey has worked with various financial firms over the years, including Securities America, Inc. and H. Beck, Inc.. Geoffrey has a wide range of experience and qualifications including a Series 6, Series 7TO, and Series 63 licenses. Geoffrey provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (ROCKVILLE MD)
MD
03/29/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKVILLE MD)
VA
02/12/2013 - 03/29/2019
H. BECK, INC. (Alexandria VA)
NJ
10/09/2009 - 03/04/2013
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 05/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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