Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stuart Geller has been in the securities industry since October 8, 1994. Brian is currently registered with Castleoak Securities, LP and holds licenses for Series 7, 24, 55, 57TO, and SIE exams. Brian's registration is active in New York and Tennessee. Brian was previously registered with Jackson Partners & Associates, Inc. from September 12, 1994 to March 4, 2013.
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.
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.
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NY
04/01/2013 - Present
Castleoak Securities, LP (NEW YORK NY)
NY
09/12/1994 - 03/04/2013
JACKSON PARTNERS & ASSOCIATES, INC. (LYNBROOK NY)
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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