Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Geiger is an investment advisor representative associated with Geiger Wealth Management, located in Oak Brook, Illinois. William has been in the industry since 1985 and has worked for several prominent firms, including Linsco/Private Ledger Corp., PaineWebber Incorporated and Legg Mason Wood Walker, Incorporated. William holds the Series 7, 24 and 63 licenses, and the Series 65 license. William is active in insurance as an insurance agent for De Blanco Inc. William specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors. William Geiger is also an insurance agent for De Blanco Inc. in Oak Brook, Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
05/14/2014 - Present
Geiger Wealth Management (OAK BROOK IL)
FL
05/10/2006 - 07/21/2010
NEXT FINANCIAL GROUP, INC. (BOCA RATON FL)
FL
07/22/2003 - 05/11/2006
KOVACK SECURITIES INC. (BOCA RATON FL)
SC
07/28/1994 - 07/18/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/28/1992 - 07/29/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
04/15/1991 - 05/08/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/03/1987 - 04/19/1991
LEGG MASON WOOD WALKER, INCORPORATED
MD
08/17/1987 - 04/19/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
02/19/1987 - 10/19/1987
HERITAGE FINANCIAL INVESTMENTS CORPORATION
NA
06/12/1986 - 03/17/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/26/1985 - 06/13/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 04/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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