Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kris? Claim Your ProfileKris Richard Geary is an investment advisor representative with Kestra Advisory Services, LLC. Kris is a registered investment advisor in Pennsylvania. Kris has been in the securities industry since February 24, 1995. Prior to joining Kestra Advisory Services, LLC, Kris was a registered representative with ING Financial Partners, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., and New England Securities.
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.
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.
1
2
PA
04/18/2016 - Present
Kestra Advisory Services, LLC (GREENSBURG PA)
PA
10/25/2004 - 01/30/2012
ING FINANCIAL PARTNERS, INC. (GREENSBURG PA)
CA
08/01/2003 - 11/05/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
05/25/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CA
06/06/1995 - 12/31/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
OH
02/09/1993 - 11/01/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
03/02/1992 - 02/12/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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