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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Harvey Geribo is a financial advisor with Ameriprise Financial Services, LLC, a large investment firm. Stephen has been active in the financial industry since August 29, 2000. Stephen has Series 7, Series 24, Series 52, and Series 66 licenses. Stephen is also registered with the state of California and Texas as an investment advisor representative and as a broker. Stephen specializes in working with individuals, high net worth individuals, businesses, corporations, trusts and estates, and pension and profit sharing plans. Stephen's current office is located at 7968 El Cajon Blvd in La Mesa, CA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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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CA
01/30/2024 - Present
Ameriprise Financial Services, LLC (La Mesa CA)
CA
01/08/2013 - 09/17/2021
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
01/06/2012 - 12/10/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (NORCO CA)
CA
03/02/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CORONA CA)
CA
11/02/2005 - 03/11/2009
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
MI
07/01/2005 - 09/13/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
PA
07/21/2004 - 06/21/2005
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
RI
05/02/2002 - 11/14/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
RI
02/03/1998 - 04/18/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MI
01/03/1995 - 05/11/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 03/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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