Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Geiser is a Registered Investment Advisor with Juniper Capital Advisors, LP and Juniper Capital Investment Management, LP. Edward has been in the industry since 2000 and has a Series 7 and Series 63 license. Edward is registered in Texas and his firm provides portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/22/2015 - Present
Juniper Capital Advisors, LP (HOUSTON TX)
TX
03/22/2007 - 03/05/2008
MORGAN STANLEY & CO., INCORPORATED (HOUSTON TX)
TX
10/17/2005 - 03/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
05/05/2005 - 07/08/2005
LAZARD FRERES & CO. LLC (NEW YORK NY)
TX
09/02/2003 - 05/04/2005
JUNIPER ADVISORY L.P. (HOUSTON TX)
NY
09/07/2000 - 06/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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