Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eugene Geitner is a registered investment advisor representative (IAR) with Financial Advocates Investment Management, an independent investment advisor firm. Michael has been in the securities industry since April 9, 2008. Michael has worked with E*TRADE Securities LLC, New England Securities and Waddell & Reed, Inc. Michael is registered with the state of California and Texas. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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WA
03/13/2024 - Present
Financial Advocates Investment Management (OLYMPIA WA)
CA
02/15/2013 - 04/19/2018
E*TRADE SECURITIES LLC (PALO ALTO CA)
CA
11/12/2007 - 03/25/2011
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
05/19/2006 - 11/02/2007
WADDELL & REED, INC. (NAPA CA)
IA
Issued 09/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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