Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Owen Pease is a financial advisor with over 20 years of experience in the financial services industry. Geoffrey is currently registered with LPL Financial LLC and has been with the firm since December 2022. Geoffrey has experience working with clients of all types and is committed to providing personalized financial advice to help individuals achieve their financial goals. Prior to joining LPL Financial, Geoffrey was a registered representative with WELLS FARGO CLEARING SERVICES, LLC from January 2008 to December 2022. Geoffrey also worked with A. G. EDWARDS & SONS, INC. from January 2000 to January 2008. Geoffrey holds the Series 63, Series 7 and SIE licenses.
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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2
MO
12/12/2022 - Present
LPL Financial LLC (COLUMBIA MO)
MO
01/01/2008 - 12/20/2022
WELLS FARGO CLEARING SERVICES, LLC (LAKE OZARK MO)
MO
01/17/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBIA MO)
BC
Issued 02/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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