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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Geller is a financial advisor with over 30 years of experience. Jeffrey has worked with Ameriprise Financial Services, LLC since December 2023 and previously worked with Citigroup Global Markets Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, and Wachovia Securities, LLC. Jeffrey is registered in 27 states and has Series 63, 66 and 7 licenses. Jeffrey is dedicated to providing financial advice to individuals, corporations, trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Jeffrey specializes in a variety of areas including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
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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2
NY
12/08/2023 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
NY
10/09/2015 - 12/15/2023
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/01/2009 - 10/14/2015
MORGAN STANLEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
01/11/2001 - 02/05/2007
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
06/10/1996 - 01/25/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/10/1994 - 06/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/22/1988 - 02/16/1994
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BOTH
Issued 07/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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