Unclaimed
Jeffrey Geslison is a financial advisor with Empower Advisory Group, LLC. Jeffrey has been in the financial services industry for over 20 years and holds Series 7 and 66 licenses. Jeffrey works with a variety of clients, including individuals, families, and businesses. Jeffrey is committed to providing personalized financial advice that helps clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
01/07/2021 - Present
Empower Advisory Group, LLC (LINCOLN CA)
MA
12/05/2019 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CA
06/29/2012 - 04/12/2019
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
NY
09/09/2010 - 06/22/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
06/09/2008 - 08/09/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/04/2001 - 05/21/2008
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
CA
05/02/2001 - 11/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 07/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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