Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Stufflebam is a financial advisor with Sanctuary Advisors, LLC and is licensed to provide financial advice in several states. Geoffrey has over 13 years of experience in the financial services industry. He has a Series 7, Series 31, and Series 66 licenses. Geoffrey specializes in working with individuals, corporations, and charitable organizations. Geoffrey's previous employment includes positions at Morgan Stanley and Morgan Stanley Smith Barney.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
10/22/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
MO
06/01/2009 - 11/15/2021
MORGAN STANLEY (SPRINGFIELD MO)
MO
02/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPRINGFIELD MO)
BOTH
Issued 03/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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