Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Geffrard is a registered representative with Weild & Co. with over 23 years of experience in the financial services industry. Michael is a Series 7, 24, 63, 99TO and SIE licensed professional. Michael previously worked at LIATI CAPITAL, LLC. Michael is registered in New York.
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.
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.
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2
NY
04/09/2024 - Present
Weild & Co. (NEW YORK NY)
NY
01/03/2001 - 06/24/2024
LIATI CAPITAL, LLC (NEW YORK NY)
BC
Issued 06/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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