Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Thomas Wendover is a financial advisor registered with Charles Schwab & Co., Inc. based in Lynnwood, Washington. Geoffrey has been in the financial industry since 2003. Prior to joining Charles Schwab, Geoffrey was associated with TD Ameritrade, Inc., Scottrade, Inc., Triad Advisors, Inc., Ameritrade Northwest, Inc., and Phillips & Company Securities Inc. Geoffrey is also licensed as an Investment Advisor Representative in Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Lynnwood WA)
WA
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Lynnwood WA)
WA
03/09/2010 - 02/26/2018
SCOTTRADE, INC. (BELLEVUE WA)
WA
03/14/2007 - 09/30/2008
TRIAD ADVISORS, INC. (BELLEVUE WA)
MO
07/22/2004 - 04/08/2005
SCOTTRADE, INC. (ST. LOUIS MO)
OR
04/13/2000 - 06/08/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
OR
07/15/1999 - 08/19/1999
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
BOTH
Issued 02/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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