Anthony Geary

Financial Advisor at Charter Oak Financial
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Springfield, Massachusetts, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 24
    FINRA (Financial Industry Regulatory Authority)
  • Series 66
    FINRA
  • Series 7
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Charter Oak Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Jul 2020 - Present

      My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Securities Principal
      • Jun 2018 - Jul 2020

      Series 24 registered securities principal. Conducted suitability reviews for new business, and built relationships with financial advisors and agency supervisory officers throughout the mid-atlantic region. Series 24 registered securities principal. Conducted suitability reviews for new business, and built relationships with financial advisors and agency supervisory officers throughout the mid-atlantic region.

  • Berkshire Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Commercial Credit Analyst Intern
      • Feb 2018 - May 2018

  • Income Works
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor Intern
      • Mar 2016 - Sep 2016

Education

  • Western New England University
    Bachelor of Science - BS, Finance, General
    2013 - 2017
  • East Longmeadow High School
    2009 - 2013

Community

You need to have a working account to view this content. Click here to join now