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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geordan? Claim Your ProfileGeordan Vincent is an investment advisor representative with Equitable Advisors, LLC. Geordan is licensed to provide investment advice in Delaware, Florida, Maryland, New Jersey, New York, North Carolina, and Pennsylvania. Geordan has been working in the financial services industry since June 2017. Geordan has Series 63, 65, and 7 licenses and the SIE exam. Prior to joining Equitable Advisors, LLC, Geordan worked at Ameriprise Financial Services, LLC and Northwestern Mutual Investment Services, LLC. Geordan offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/20/2022 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
08/30/2018 - 06/22/2022
AMERIPRISE FINANCIAL SERVICES, LLC (ALLENTOWN PA)
PA
06/15/2017 - 08/24/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CENTER VALLEY PA)
IA
Issued 10/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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