Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Geitgey is a financial advisor with Horter Investment Management, LLC. James has been in the financial services industry since 1983 and has a broad range of experience in financial planning, investment management, and insurance. James is committed to helping clients reach their financial goals. James is also an insurance agent for Geitgey Financial Services, providing insurance and annuity sales. James also works with Simplicity Group as an agent. James is dedicated to providing his clients with the personalized service they deserve.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
OH
12/02/2015 - Present
Horter Investment Management, LLC (CINCINNATI OH)
MN
06/03/2011 - 08/26/2011
NDX TRADING, INC. (NEW BRIGHTON MN)
OH
06/27/2006 - 12/31/2008
BROKER DEALER FINANCIAL SERVICES CORP. (SPRINGFIELD OH)
NE
08/27/2001 - 06/19/2006
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
01/06/1999 - 08/27/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
03/12/1997 - 12/31/1998
OMNI FINANCIAL SECURITIES, INC. (COLUMBUS OH)
MN
01/22/1992 - 11/27/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
OH
07/23/1990 - 12/31/1991
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
03/02/1988 - 01/09/1989
NEW ENGLAND SECURITIES CORPORATION
NA
02/25/1986 - 02/16/1988
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
02/25/1986 - 02/16/1988
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
02/25/1986 - 12/03/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/28/1983 - 04/10/1986
PRUCO SECURITIES CORPORATION
BC
Issued 04/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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