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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 Caber is a financial advisor with over 20 years of experience in the industry. He currently works with Abundance Wealth Counselors, LLC. Geoffrey has previously worked with several firms, including Investment Research Partners, Avail Investment Partners, LLC, PURSHE KAPLAN STERLING INVESTMENTS, VALLEY FORGE ASSET MANAGEMENT CORP., ARIS SECURITIES COMPANY, and FIRST UNION SECURITIES, INC.. Geoffrey holds Series 3, 63, 65, and 7 licenses, as well as the SIE exam. He specializes in providing financial planning services to individuals, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles.
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.
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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2
PA
08/03/2022 - Present
Abundance Wealth Counselors, LLC (STATE COLLEGE PA)
PA
04/29/2005 - 12/31/2020
PURSHE KAPLAN STERLING INVESTMENTS (Williamsport PA)
PA
08/07/2003 - 03/05/2004
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
OH
04/30/2001 - 06/19/2002
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
MO
07/08/1993 - 12/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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