Unclaimed
Eric Geiger is a financial advisor with Fifth Third Securities, Inc. Eric has been working in the industry since 2008. He is licensed to provide financial advice in 22 states, including Florida, California, Arizona, and Georgia. His expertise includes investment advice, financial planning, and portfolio management. Eric holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. He is also a Certified Financial Planner.
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.
Sponsor wrap fee program
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.
1
2
FL
04/08/2020 - Present
Fifth Third Securities, Inc. (PORT ORANGE FL)
FL
07/11/2013 - 04/06/2020
SUNTRUST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
FL
01/16/2008 - 02/26/2013
WELLS FARGO ADVISORS, LLC (YULEE FL)
BOTH
Issued 10/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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