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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Frank Geffert is a financial advisor with World Investment Advisors, LLC, based in Plymouth, Massachusetts. John has been working in the financial industry since 2012, with previous experience at Raymond James Financial Services, Inc. and Edward Jones. John holds the Series 66, Series 7, and SIE exams. John specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John provides services to clients such as high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John is committed to providing his clients with personalized financial advice and guidance.
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
MA
10/21/2024 - Present
World Investment Advisors, LLC (Plymouth MA)
MA
01/12/2018 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Plymouth MA)
MA
10/24/2012 - 01/17/2018
EDWARD JONES (BRIDGEWATER MA)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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