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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Dennis Geib is a financial advisor with over 47 years of experience in the industry. Richard is registered with Kestra Advisory Services, LLC and has a Series 63, Series 7TO, SIE, and Series 1 license. Richard also holds the Certified Financial Planner designation. He is a registered Investment Advisor Representative in Michigan and Texas. Richard has previously worked with Transamerica Financial Advisors, Inc., PW Securities, Inc., Aetna Life Insurance and Annuity Company, BLC Equity Services Corporation, and The Equitable Life Assurance Society of the United States. Richard specializes in providing financial planning, investment planning, portfolio management for individuals and businesses, and pension consulting. Richard is committed to providing clients with personalized financial guidance to help them reach their financial goals.
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
MI
04/18/2016 - Present
Kestra Advisory Services, LLC (KALAMAZOO MI)
MI
04/01/1991 - 05/07/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KALAMAZOO MI)
NA
07/12/1979 - 04/01/1991
PW SECURITIES, INC.
NA
10/12/1983 - 11/12/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
01/25/1977 - 08/17/1979
BLC EQUITY SERVICES CORPORATION
NA
10/18/1973 - 04/12/1975
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 08/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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