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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Geis is a financial advisor with Ameriprise Financial Services, LLC. Anthony has over 30 years of experience in the financial services industry. Anthony has been a registered representative since 1993. He is also a registered investment advisor representative in Michigan. Anthony holds a Series 6, 7, 24, 26, 53, 63, and 66 securities licenses as well as Series 99TO and the SIE. Anthony specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Detroit MI)
MI
04/18/2001 - 11/03/2023
COMERICA SECURITIES (DETROIT MI)
MI
04/08/1996 - 04/18/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
CA
08/12/1993 - 04/09/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 01/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/12/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/23/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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