Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Wright Evert is a financial advisor at Oppenheimer & Co. Inc. based in Chicago, Illinois. With over 12 years of experience in the industry, Geoffrey has previously worked at Guggenheim Securities, LLC and Piper Jaffray & Co. Geoffrey is licensed to provide financial advice in 52 states, as well as the District of Columbia and Puerto Rico.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
07/06/2016 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
02/05/2009 - 11/18/2015
GUGGENHEIM SECURITIES, LLC (CHICAGO IL)
IL
05/22/2006 - 01/22/2009
PIPER JAFFRAY & CO. (CHICAGO IL)
IL
11/14/2005 - 06/02/2006
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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