Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Chalmers is a financial advisor with over 29 years of experience in the financial services industry. Geoffrey is currently registered with Ages Financial Services, Ltd. and has previously worked at JESUP & LAMONT SECURITIES CORP, OFTRING & COMPANY, INC., COMMONWEALTH EQUITY SERVICES, INC., and LIBERTY SECURITIES CORPORATION. Geoffrey holds a Series 65, Series 63, Series 24, Series 79TO, SIE and Series 7 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.
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2
MA
03/06/2009 - Present
Ages Financial Services, Ltd. (READING MA)
MA
02/23/2004 - 08/22/2008
JESUP & LAMONT SECURITIES CORP (WORCESTER MA)
CA
11/24/1998 - 12/31/2003
OFTRING & COMPANY, INC. (LOS ANGELES CA)
MA
02/22/1993 - 10/11/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
08/17/1990 - 11/11/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 08/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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