Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Geldbach is a registered representative with Visionary Wealth Advisors, LLC, a firm headquartered in St. Louis, MO. Drew has been in the industry since March 31, 2014. Drew holds Series 7 and Series 66 licenses and is licensed to conduct business in Illinois and Missouri. Prior to joining Visionary Wealth Advisors, Drew was employed by Private Client Services, LLC and LPL Financial LLC. Drew also holds a Securities Industry Essentials Examination (SIE) license.
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.
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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MO
10/03/2018 - Present
Visionary Wealth Advisors, LLC (ST. LOUIS MO)
MO
06/04/2018 - 10/03/2018
PRIVATE CLIENT SERVICES, LLC (Creve Coeur MO)
MO
03/31/2014 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
BOTH
Issued 04/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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