Unclaimed
Jeffrey Frederick Geiser is an investment advisor representative with Verus Capital Partners, LLC. Jeffrey has over 30 years of experience in the financial services industry, specializing in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Jeffrey is registered to offer investment advisory services in Arizona, California, Colorado, Georgia, Hawaii, Indiana, Kansas, Michigan, Nevada, Oregon, Tennessee, and Washington. Jeffrey also offers insurance services as a licensed insurance agent. Jeffrey's firm, Verus Capital Partners, LLC is an independent investment advisor firm and separate from LPL Financial.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
01/01/2015 - Present
Verus Capital Partners, LLC (SCOTTSDALE AZ)
AZ
09/21/2010 - 10/29/2020
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
02/23/2009 - 09/07/2010
NEXT FINANCIAL GROUP, INC. (SCOTTSDALE AZ)
AZ
01/21/1991 - 03/02/2009
ADVANTAGE CAPITAL CORPORATION (SCOTTSDALE AZ)
CA
03/07/1990 - 01/03/1991
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 11/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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