Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burwell? Claim Your ProfileBurwell Spurlock Geiger has over 30 years of experience in the financial services industry. Burwell Geiger currently works with Arkadios Wealth Advisors. Burwell Geiger previously worked at Triad Advisors, Inc., Financial Planning Securities, Inc., Brokers Transaction Services, Inc., Cromwell Securities, Inc., Anchor National Financial Services, Inc., and Waddell & Reed, Inc. Burwell Geiger is registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Burwell Geiger holds the following securities licenses: Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TO and SIE. Burwell Geiger offers financial planning and portfolio management for individuals and businesses. Burwell Geiger also provides 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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
09/03/2024 - Present
Arkadios Wealth Advisors (Acworth GA)
GA
08/06/2004 - 02/09/2017
TRIAD ADVISORS, INC. (ATLANTA GA)
GA
11/12/1992 - 12/08/2004
FINANCIAL PLANNING SECURITIES, INC. (ATLANTA GA)
TX
09/16/1992 - 11/16/1992
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
TX
09/27/1991 - 09/25/1992
CROMWELL SECURITIES, INC. (DALLAS TX)
NA
07/12/1989 - 04/01/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
KS
06/26/1986 - 07/26/1989
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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