Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Geltzeiler is an investment advisor representative at Oppenheimer & Co. Inc. and has been in the industry since December 1994. Brian has been registered with FINRA and several states since 1994. Brian has experience with multiple firms, including RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Morgan Stanley & Co. Incorporated. Brian is registered in Arizona, California, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, Nevada, New Jersey, New York, Pennsylvania, Texas, Vermont, Virginia and Washington. Brian specializes in portfolio management for businesses, individuals and pooled investment vehicles. Brian is also registered as an investment advisor representative in New Jersey.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
11/15/2022 - Present
Oppenheimer & Co. Inc. (FLORHAM PARK NJ)
NJ
04/20/2017 - 11/21/2022
RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)
NJ
11/04/2011 - 04/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NJ
08/01/2008 - 11/07/2011
WELLS FARGO ADVISORS, LLC (SHORT HILLS NJ)
NJ
04/02/2007 - 08/06/2008
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
02/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
11/13/1998 - 03/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/07/1994 - 11/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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