Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Knotwell is a financial advisor registered with J.P. Morgan Securities LLC. Geoffrey has been in the industry for over 4 years and has a Series 7TO, Series 63 and SIE. Geoffrey's previous experience includes working with Janney Montgomery Scott LLC, First Republic Securities Company, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Geoffrey is registered with FINRA as a Registered Representative and is active in Texas. Geoffrey specializes in working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, insurance companies, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CT
10/15/2024 - Present
J.p. Morgan Securities LLC (Milford CT)
MA
01/13/2023 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (WELLESLEY MA)
MA
04/01/2022 - 01/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
CT
04/02/2021 - 01/14/2022
JANNEY MONTGOMERY SCOTT LLC (DARIEN CT)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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