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 Stallings is a financial advisor with St. Bernard Financial Services, Inc. based in Oklahoma City, OK. Geoffrey has been in the financial industry since 2011 and is registered with the state of Oklahoma. He is licensed to offer financial advice in Arizona, Oklahoma and Texas. Geoffrey holds Series 6 and Series 63 licenses. He specializes in retirement planning, college savings and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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OK
05/21/2021 - Present
ST. Bernard Financial Services, Inc. (Oklahoma City OK)
OK
11/23/2015 - 05/26/2021
ROYAL ALLIANCE ASSOCIATES, INC. (OKLAHOMA CITY OK)
OK
08/23/2011 - 12/01/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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