Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Warren Geibel is an investment advisor representative registered with Girard Advisory Services, LLC and Girard Pension Services, LLC. David has been in the financial industry since 2002. David holds both Series 6 and 63 licenses and is registered in Pennsylvania and Texas. He works with a wide range of clients including individuals, corporations, trusts, and charitable organizations. David has expertise in portfolio management, financial planning, pension consulting, and selection of other advisors. David provides investment advisory services to clients with a focus on individual and business portfolio management.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/08/2011 - Present
Girard Advisory Services, LLC (KING OF PRUSSIA PA)
PA
06/08/2011 - 08/19/2014
GIRARD CAPITAL, LLC (KING OF PRUSSIA PA)
PA
08/09/2005 - 02/14/2011
GIRARD PARTNERS LTD. (KING OF PRUSSIA PA)
NY
01/17/1997 - 12/14/1998
PROVIDENT ADVISERS, INC. (NEW YORK NY)
PA
08/11/1995 - 01/13/1997
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
BOTH
Issued 05/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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