Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Probst is an investment advisor representative with Orgel Wealth Management, LLC. Geoffrey Probst has been working in the securities industry since March 2011. Geoffrey Probst holds the Series 7 and Series 66 licenses and has a Certified Financial Planner designation. Geoffrey Probst is registered in Minnesota, Texas, and Wisconsin. Prior to joining Orgel Wealth Management, LLC, Geoffrey Probst was employed by RBC Capital Markets, LLC from March 2011 until October 2013.
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.
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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WI
10/11/2013 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
WI
03/08/2011 - 10/24/2013
RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)
BOTH
Issued 04/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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