Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Evan Geller is a financial advisor with over 25 years of experience in the financial industry. He is currently registered with Loomis Sayles Distributors, LP and holds Series 7, 7TO, and 63 licenses. Richard has previously worked with Bear, Stearns & Co. Inc. He has a broad range of experience in the financial services industry. He is dedicated to providing clients with personalized financial advice and investment strategies.
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.
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.
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NY
07/02/2021 - Present
Loomis Sayles Distributors, LP (NEW YORK NY)
NY
03/24/1997 - 05/17/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 12/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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