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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 Marsh is a financial advisor with MML Investors Services, LLC located in Fredericksburg, VA. Geoffrey has been in the financial services industry since August 31, 2010 and has extensive experience in financial planning, portfolio management, and asset allocation programs. Geoffrey is registered in several states, including Virginia, Maryland, Florida, Georgia, and New York, to offer various financial services to individuals and businesses. Geoffrey has passed the Securities Industry Essentials (SIE) exam, Series 6 exam, and the Uniform Securities Agent State Law Examination (Series 63). Geoffrey has a strong commitment to helping clients reach their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
03/25/2017 - Present
MML Investors Services, LLC (Fredericksburg VA)
VA
08/31/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FALLS CHURCH VA)
BC
Issued 09/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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