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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 Paul Geel is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Brookstone Capital Management LLC in Wheaton, Illinois. Jeffrey has a background in various fields, including financial planning, portfolio management for individuals, and educational seminars. Jeffrey's prior experience includes roles at Morgan Stanley DW Inc., Raymond James & Associates, Inc., Argus Securities, Inc., Josephthal Lyon & Ross Incorporated, MetLife Securities Inc., and Metropolitan Life Insurance Company. He holds Series 6, 7, 63, and 65 licenses. He is an Investment Advisor Representative (IAR) registered in both Florida and Illinois.
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
IL
12/12/2022 - Present
Brookstone Capital Management LLC (WHEATON IL)
NY
02/07/2000 - 12/18/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
06/11/1996 - 02/25/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/30/1994 - 06/17/1996
ARGUS SECURITIES, INC. (HALLANDALE FL)
NY
07/09/1993 - 03/17/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
MA
07/17/1992 - 02/01/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/17/1992 - 02/01/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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