Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Geschke is a financial advisor with over 30 years of experience in the industry. David currently works at Lincoln Investment and Capital Analysts in Texas, where he is registered as a Registered Representative and Investment Adviser Representative. David has a strong background in financial planning, portfolio management for individuals and businesses, and selection of other advisors. David has previously worked at Hilltop Securities, Avantax Investment Services, Inc., and Ameriprise Financial Services, Inc.
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.
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.
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2
TX
04/16/2024 - Present
Lincoln Investment (Irving TX)
TX
11/11/2020 - 02/06/2023
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
04/17/2015 - 12/23/2019
HILLTOP SECURITIES INC. (DALLAS TX)
TX
04/17/2015 - 12/23/2019
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DALLAS TX)
IL
01/27/2009 - 06/03/2014
AMERIPRISE FINANCIAL SERVICES, INC. (ORLAND PARK IL)
CA
02/04/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WOODLAND HILLS CA)
NY
01/30/1990 - 01/13/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
05/23/1988 - 02/15/1990
J. T. MORAN & CO., INC.
NA
02/24/1987 - 06/01/1988
SHERWOOD CAPITAL, INC.
IA
Issued 08/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/25/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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