Julie GeyerCRD Number: 5481657
Current Firm: Fifth Third Securities, Inc.
Julie Geyer (CRD# 5481657) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Largo, FL and has over 8 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fifth Third Securities||Grand Rapids, MI||Jan 2011 - Current||5|
|Fifth Third||Grand Rapids, MI||Aug 2009 - Jan 2011||1|
|Edward Jones||St. Louis, MO||Jul 2008 - Aug 2009||1|
|Independent Bank||Grand Rapids, MI||Nov 2007 - May 2008||< 1|
|Decision One Mortgage||Fort Mill, SC||Mar 2003 - Nov 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV