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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Orbach has over 35 years of experience in the financial services industry. Geoffrey is currently registered as an investment advisor representative with Ameriprise Financial Services, LLC in Troy, Michigan and Southfield, Michigan. Geoffrey also holds a Series 63, Series 65 and Series 7 licenses and has passed the SIE Exam. Before joining Ameriprise, Geoffrey worked with Merrill Lynch, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS Financial Services Inc. Geoffrey has a diverse background, having worked in various roles including broker, financial advisor, and manager.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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MI
05/22/2024 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
06/15/2012 - 08/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (TROY MI)
MI
07/23/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TROY MI)
NJ
01/03/1994 - 08/19/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/25/1987 - 01/04/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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