Unclaimed
Geoffrey Glanville is an active financial advisor with Edward Jones. Geoffrey has been in the financial services industry since February 21, 2010. Geoffrey is licensed in 18 states and holds registrations for both the Securities Industry Essentials (SIE) and General Securities Representative (Series 7) exams. Geoffrey also holds the Uniform Combined State Law Examination (Series 66) which allows Geoffrey to provide investment advisory services. Geoffrey's main focus is on individual, business, and retirement planning. Geoffrey has over 10 years of experience providing personalized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
NY
06/29/2021 - Present
Edward Jones (PITTSFORD NY)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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