Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Pan is a financial professional with over 12 years of experience in the financial industry. Geoffrey currently works as a Registered Representative at Bofa Securities, Inc. and is registered in California. Before joining Bofa Securities, Inc., Geoffrey worked at J.P. MORGAN SECURITIES LLC and Mercer Allied Company, L.P. Geoffrey has a Series 7, Series 66 and Series 79 license and holds the SIE designation.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
CA
12/06/2019 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
NY
08/25/2014 - 10/15/2019
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CA
02/05/2008 - 07/11/2012
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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