Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geert? Claim Your ProfileGeert Marc Criel is an Investment Advisor Representative at Pasadena Private Wealth, LLC. Geert has been in the industry since October 2022 and is registered with the state of California. Geert is a Series 65 licensed individual who has passed the Uniform Investment Adviser Law Examination. Geert holds a designation in Financial Planning. Geert is also a Director of European Language Movies in America, a non-profit organization dedicated to showcasing European movies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/04/2022 - Present
Pasadena Private Wealth, LLC (Los Angeles CA)
IA
Issued 02/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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