Geoffrey I. Kanner
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Geoffrey Ira Kanner, CFP®, who also goes by Geoff Kanner, was a registered financial professional .
Geoffrey is a previously registered financial professional and started their career in finance in 1989. Geoffrey had worked at 7 firms and has passed the Series 63, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Experience
August 31, 2007 - March 31, 2026
KANNER FINANCIAL SERVICES LLC
November 24, 2004 - July 31, 2007
CFS SECURITIES, INC.
November 15, 2004 - July 31, 2007
COOPER FINANCIAL SERVICES, INC.
January 22, 2001 - December 20, 2002
LIFEMARK SECURITIES CORP.
May 3, 1999 - January 22, 2001
PARK AVENUE SECURITIES LLC
October 17, 1995 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
August 29, 1989 - April 20, 1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KANNER FINANCIAL SERVICES LLC
CRD#: 144954 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 488 |
| AUM (Assets Under Management) | $ 101,684,355 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
