| Advisor Profile |
|
 |
| Research This Advisor |
|
| Request More Information |
|
|
|
|
|
|
Business Description |
Through a long-term financial planning relationship help my clients exceed their specific financial goals and overall financial affairs by providing unbiased objective advice through a reputable independent channel and by developing a well thought out plan that will meet their objectives in the most efficient and effective manner.
Securities Offered through Linsco / Private Ledger |
|
| |
|
|
General Information |
|
|
|
|
| Years of Experience in Financial Services: |
15
|
|
| |
|
Education |
| Academic Background |
| |
Robert Morris College -- B.S.B.A Finance w/ a Minor in Quantitative Analysis
College of Financial Planning (CFP Course)-- Currently Enrolled w/ the Estate planning and Comprehensive Final to complete. |
|
| |
|
Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, Alternative Investments, International Investments, Real Estate
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Series 65, Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| Assets Managed by Firm: |
Yes
|
|
| |
|
|
|
Compensation & Fees |
|
|
|
|
| Additional Details on Charges: |
Fee Grid:
under $100,000 I do not use Advisory AccT
$100 -$149,999 2.00%
$150 -$249,999 1.75%
$250 -$499,999 1.50%
$500 -$749,999 1.25%
$750 -$999,999 1.00%
$1mill-$2.499mill .75%
$2.5mill-$4.999mill .50%
$5.0 mill plus .25%
In addition, I assume all ticket charges for trades.
|
|
| |
|
| |
| |
| Prepared By: |
Ronald Geisler |
Frequently Asked Questions |
|
|
|
