Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brian Geiger is a Registered Representative and Investment Advisor Representative associated with Morningstar Investment Services LLC in Chicago, IL. Steven is a financial professional with over 20 years of experience in the industry, having served as a financial advisor at several firms prior to joining Morningstar. Steven has a wide range of experience in working with individual investors and small businesses. He is a Series 6, Series 7, Series 63, and Series 65 licensed advisor who provides financial planning, investment management, and selection of other advisors services.
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.
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.
Aua
1
2
IL
12/15/2008 - Present
Morningstar Investment Services LLC (CHICAGO IL)
PA
01/06/2006 - 12/03/2008
PERSHING ADVISOR SOLUTIONS LLC (MALVERN PA)
PA
12/31/2000 - 01/05/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
01/01/1997 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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