Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Lyle Gilbert is a financial advisor at Stifel, Nicolaus & Company, Inc. in Abilene, TX. Geoffrey has been in the industry since 1984 and has a broad range of experience, holding licenses to sell securities in multiple states. Geoffrey has served clients of all types, including high net worth individuals, corporations, and pension plans. In addition to his work as a financial advisor, Geoffrey is involved in the community, serving on the board of several organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/03/2020 - Present
Stifel, Nicolaus & Company, Inc. (ABILENE TX)
TX
01/01/2008 - 06/05/2020
WELLS FARGO CLEARING SERVICES, LLC (ABILENE TX)
TX
12/19/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ABILENE TX)
BC
Issued 01/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1993
Series 15 - Foreign Currency Options Examination
BC
Issued 04/30/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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