Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Kasse is an investment advisor representative associated with Northwestern Mutual Investment Services, LLC. Geoffrey has been in the industry since 1999. Geoffrey is licensed to provide investment advice in 28 states, including Pennsylvania. Geoffrey has a Series 6, Series 7, and Series 66 license. In addition to their role at Northwestern Mutual Investment Services, LLC, Geoffrey is a 50% owner of DAG Resources, LLC and DAG Real Estate, LLC, both investment-related entities.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
04/10/2008 - Present
Northwestern Mutual Investment Services, LLC (PITTSBURGH PA)
WI
11/03/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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