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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 Nadler is a registered representative with Stirlingshire Investments. Geoffrey Nadler is also registered in Georgia and Florida. Geoffrey Nadler has been in the industry since 1986. Geoffrey Nadler is currently licensed with Series 7 and Series 63 securities licenses. Geoffrey Nadler has a history of working with firms like TRANSAMERICA FINANCIAL ADVISORS, INC, CHARLES SCHWAB & CO., INC., EDWARD JONES, and METLIFE SECURITIES INC.. Geoffrey Nadler specializes in portfolio management for individuals, financial planning and educational seminars. The firm's primary focus is on helping individuals build wealth and prepare for their financial future.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
10/18/2024 - Present
Stirlingshire Investments (Atlanta GA)
GA
04/04/2023 - 12/11/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Alpharetta GA)
FL
03/31/2022 - 11/16/2022
CHARLES SCHWAB & CO., INC. (St. Augustine FL)
FL
03/07/2008 - 02/17/2022
EDWARD JONES (ST AUGUSTINE FL)
FL
09/21/2006 - 03/14/2008
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
09/21/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JACKSONVILLE FL)
FL
06/16/2006 - 09/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
NE
03/01/2004 - 10/06/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
AL
06/18/2003 - 03/01/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
SC
07/31/2001 - 06/16/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
11/23/1999 - 05/31/2001
FIRSTMERIT SECURITIES, INC. (AKRON OH)
FL
03/12/1999 - 12/07/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NC
09/25/1998 - 10/20/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/07/1998 - 09/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
09/13/1995 - 04/07/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NC
02/21/1995 - 09/05/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
01/25/1984 - 02/22/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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