Unclaimed
Geoffrey Greene has over 30 years of experience in the financial services industry. Geoffrey is currently registered with Equitable Distributors, LLC and is located in New York, NY. Prior to joining Equitable Distributors, LLC, Geoffrey was registered with AXA Advisors, LLC and Sun Life of Canada (U.S.) Distributors, Inc. Geoffrey holds the Series 6, Series 63, 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.
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
NY
06/25/2010 - Present
Equitable Distributors, LLC (New York NY)
NY
10/02/2000 - 07/02/2010
AXA ADVISORS, LLC (NEW YORK NY)
MA
07/25/1990 - 08/24/1999
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 10/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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