Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Steven Dettlinger is a financial advisor registered with Wells Fargo Clearing Services, LLC. Geoffrey is a Certified Financial Planner and has been in the industry since August 17, 1993. He has passed the Series 7, Series 31, and SIE exams. Geoffrey is licensed in 26 states and has worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in the past. Geoffrey Steven Dettlinger provides investment advice and financial planning for individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/17/2016 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
04/02/2007 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (ORINDA CA)
CA
08/18/1993 - 04/02/2007
MORGAN STANLEY DW INC. (OAKLAND CA)
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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