Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Platt is a financial professional with over 20 years of experience in the industry. Geoffrey has held previous positions at Bainbridge Securities Inc. and FSC Securities Corporation. Geoffrey is currently registered with Newedge Securities, Inc. and holds Series 7, 66, SIE and 79TO licenses. Geoffrey has a wide range of experience and is able to provide clients with a comprehensive approach to financial planning.
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.
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.
1
2
PA
06/21/2007 - Present
Newedge Securities, Inc. (YORK PA)
PA
04/29/2004 - 06/14/2007
BAINBRIDGE SECURITIES INC. (LANCASTER PA)
GA
06/04/2002 - 01/22/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 07/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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