Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Michael Tomasetti is a financial advisor with Cambridge Investment Research Advisors, Inc. Geoffrey has been a registered representative since 1996 and has been a Registered Investment Advisor since 2003. Geoffrey Michael Tomasetti is based in North Potomac, Maryland, and is also licensed to sell securities in several other states. Geoffrey is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
06/02/2015 - Present
Cambridge Investment Research Advisors, Inc. (NORTH POTOMAC MD)
MD
06/17/2009 - 06/01/2015
CUNA BROKERAGE SERVICES, INC. (BETHESDA MD)
DC
02/11/2008 - 03/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
MD
09/16/2005 - 12/14/2007
BB&T INVESTMENT SERVICES, INC. (BETHESDA MD)
PA
11/03/2004 - 08/18/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
MD
10/21/2003 - 11/04/2004
M&T SECURITIES, INC. (BALTIMORE MD)
NY
06/05/2002 - 10/20/2003
IFMG SECURITIES, INC. (PURCHASE NY)
MA
02/27/1996 - 06/03/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
IA
Issued 08/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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