Unclaimed
Bryan Robert Geeser is a financial advisor associated with Voya Financial Advisors, Inc. Bryan has been in the financial industry since 2009 and holds Series 6, SIE, and Series 63 licenses. Bryan is registered in Connecticut and Indiana and has been a financial advisor with Voya Financial Advisors, Inc. since January 2023. Prior to joining Voya Financial Advisors, Inc., Bryan worked at OneAmerica Securities, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC.
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.
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.
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.
1
2
CT
01/03/2023 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
IN
09/06/2019 - 01/04/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/30/2014 - 07/31/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BLOOMINGTON IN)
IN
06/02/2009 - 10/27/2014
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BC
Issued 05/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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