Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Paul Espe has been in the financial services industry since 1992. Geoffrey is a registered representative of Stifel, Nicolaus & Company, Inc. and a registered investment advisor representative in the state of Missouri. Geoffrey's previous employers include Wheelhouse Securities Corporation and Huntleigh Securities Corporation. Geoffrey is a Chartered Financial Analyst and holds the Series 7, Series 24, and Series 63 licenses. Geoffrey has been with Stifel, Nicolaus & Company, Inc. since 2018.
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
MO
01/11/2018 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
MO
06/26/2009 - 01/11/2018
WHEELHOUSE SECURITIES CORPORATION (CLAYTON MO)
MO
08/17/1998 - 07/08/2009
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
NA
03/19/1992 - 08/21/1998
THE HEITNER CORPORATION
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
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
Not sure Geoffrey Espe is the right advisor for you? Invested Better is here to help.
