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Geoffrey P Espe

from Saint Louis, MO
Age ~54

Geoffrey Espe Phones & Addresses

  • 54 Lake Forest Dr, Saint Louis, MO 63117 (314) 721-7950
  • 8016 Seminole Dr, Saint Louis, MO 63105 (314) 721-7950
  • 7331 Forsyth Blvd, Saint Louis, MO 63105 (314) 721-7950
  • Richmond Heights, MO
  • Maryland Heights, MO
  • 7331 Forsyth Blvd APT 1E, Saint Louis, MO 63105

Work

Company: Wheelhouse securities corp. Jun 2009 to Jan 2018 Position: First vice president and financial advisor

Education

Degree: Bachelors School / High School: Winona State University 1987 to 1991 Specialities: Finance

Skills

Estate Planning • Portfolio Management • Equities • Fixed Income • Wealth Management Services • Iras • Series 63 • Series 7 • Asset Allocation • Investment Management • Financial Advisory • High Net Worth Individuals • Financial Planning • 401K • Retirement Planning • Bonds • Mutual Funds • Retirement • Securities • Wealth • Investment Advisory • Wealth Management • Investment Strategies

Industries

Financial Services

Resumes

Resumes

Geoffrey Espe Photo 1

Vice President And Investments - Stifel

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Location:
Saint Louis, MO
Industry:
Financial Services
Work:
Wheelhouse Securities Corp. Jun 2009 - Jan 2018
First Vice President and Financial Advisor

Stifel Financial Corp. Jun 2009 - Jan 2018
Vice President and Investments - Stifel

Huntleigh Securities Corp Sep 1998 - Jun 2009
Financial Advisor

The Heitner Corporation Jan 1992 - Sep 1998
Registered Representative
Education:
Winona State University 1987 - 1991
Bachelors, Finance
Winona State University 1985 - 1989
Bachelors
Skills:
Estate Planning
Portfolio Management
Equities
Fixed Income
Wealth Management Services
Iras
Series 63
Series 7
Asset Allocation
Investment Management
Financial Advisory
High Net Worth Individuals
Financial Planning
401K
Retirement Planning
Bonds
Mutual Funds
Retirement
Securities
Wealth
Investment Advisory
Wealth Management
Investment Strategies
Geoffrey P Espe from Saint Louis, MO, age ~54 Get Report