Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Thompson is a financial advisor at LPL Financial LLC. Geoffrey has been in the financial industry since 1992 and has been registered with LPL Financial LLC since December 2010. Geoffrey is a Certified Financial Planner and holds licenses in 13 states including Arizona, California, Colorado, Illinois, Indiana, Louisiana, Michigan, Nevada, New Jersey, New York, South Carolina, and Wisconsin. Geoffrey has experience working with a variety of clients including individuals, businesses, and charitable organizations. Geoffrey's previous employment includes working for UBS Financial Services Inc. and A. G. Edwards & Sons, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
12/15/2010 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
MI
07/14/2006 - 12/15/2010
UBS FINANCIAL SERVICES INC. (TROY MI)
MI
11/10/1995 - 08/07/2006
A. G. EDWARDS & SONS, INC. (CLINTON TOWNSHIP MI)
MI
10/29/1992 - 11/15/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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