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Geneos Wealth Management




Geneos Wealth Management, Inc. is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The Company is a nationwide securities broker & dealer and registered investment advisor that, through a cadre of top-flight registered representatives, provides financial and estate planning services, on both a commission and fee basis, to select client.
 
Geneos Wealth Management's goal is to recruit representatives and staff the home office with personnel who sincerely desire to be a part of an organization that strives to share its success with every stakeholder whether employee, strategic partner, representative, client or investor.

Geneos provides time management systems, financial and estate planning models, portfolio management support and information technology systems to ensure business continuity. The firm has recruited a network of financial planners, investment advisors and Offices of Supervisory Jurisdiction headed by individuals with extensive experience in financial and estate planning.

In the transaction brokerage business but want to evolve their practice to a more long term approach using approved products and a management fee approach Respectful integration of your existing practice philosophy. Sophisticated technical, operational and information systems, Assistance in recruiting high-performance registered representatives.
 
The Company operates under a Fully Disclosed Clearing Agreement with Pershing LLC in concert with the most capable, flexible and accurate operating systems in the industry; such as, the Bonus System, now in wide use in the independent broker & dealer channel. It provides all back office processing.

Geneos offers you the option to become an integral part of a special team of high-achieving individuals whose methods and performance are proven. This enterprise and its charter associates will build the foundation for a standard that will become the envy of the industry and a dependable vehicle for success of everyone who participates. The Geneos Compliance department will provide or review all marketing materials and procedures.

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