Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Demarco is a financial advisor at LPL Financial LLC. Geoffrey has been in the financial industry since 2012. Geoffrey is licensed in 27 states and holds the Series 7, Series 66, and SIE licenses. Geoffrey specializes in financial planning, portfolio management for individuals and businesses, and providing other non-discretionary advisory services. Geoffrey has previously worked at M&T Securities, Inc., Oppenheimer & Co. Inc. and AXA Advisors, LLC.
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.
Consulting and other non-discretionary advisory services
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.
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NY
08/23/2022 - Present
LPL Financial LLC (POUGHKEEPSIE NY)
NY
06/01/2020 - 08/11/2021
LPL FINANCIAL LLC (SCARSDALE NY)
NY
10/28/2016 - 03/20/2020
M&T SECURITIES, INC. (MONROE NY)
NY
09/04/2013 - 10/27/2016
OPPENHEIMER & CO. INC. (FISHKILL NY)
NY
10/21/2010 - 09/04/2013
AXA ADVISORS, LLC (POUGHKEEPSIE NY)
BOTH
Issued 12/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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