Unclaimed
Geoffrey Randolph Rhizor is a financial advisor with over 13 years of experience in the industry. Geoffrey currently works at Houlihan Lokey Capital, Inc. in San Francisco, CA and previously held positions at CANACCORD GENUITY LLC, JMP SECURITIES LLC, MARTIN WOLF, and WEDBUSH SECURITIES INC. Geoffrey holds the Series 63, Series 7, Series 79, and Series 24 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.
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.
1
2
CA
09/05/2024 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
05/07/2019 - 09/03/2024
CANACCORD GENUITY LLC (SAN FRANCISCO CA)
CA
08/18/2014 - 03/04/2019
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
02/07/2012 - 08/07/2014
MARTIN WOLF (WALNUT CREEK CA)
CA
01/21/2011 - 12/15/2011
WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 10/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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