Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Geier is a financial advisor in Marriottsville, MD, and has been in the industry since 1992. He is affiliated with MAI Capital Management, LLC, a firm that manages over $19 billion in assets. Joseph Geier has experience with a range of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MD
09/30/2021 - Present
MAI Capital Management, LLC (Marriottsville MD)
MD
09/24/2001 - 12/31/2010
TRIAD ADVISORS, INC. (MARRIOTSVILLE MD)
TX
03/24/1993 - 10/19/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
02/17/1993 - 03/19/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 09/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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