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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Philipp Burroughs is a financial advisor with over 15 years of experience in the industry. Geoffrey has a strong background in securities, having passed the Series 7, Series 31 and Series 66 exams. Geoffrey is also a Certified Financial Planner (CFP) and holds the Securities Industry Essentials (SIE) certification. Geoffrey is registered with Harbor Investment Advisory, LLC, which provides financial planning and investment management services. Harbor Investment Advisory serves a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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2
MD
03/28/2013 - Present
Harbor Investment Advisory, LLC (LUTHERVILLE MD)
MD
06/01/2009 - 04/12/2013
MORGAN STANLEY (BALTIMORE MD)
MD
08/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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