Capital Region Chamber: Pioneer Wealth Management Executive Joseph Geis Named to the LPL Ambassador Council
"Pioneer Bancorp, Inc. (NASDAQ: PBFS) (“Pioneer”), a leading financial institution in New York’s Capital Region, today announced that Joseph Geis, Senior Vice President of Pioneer Wealth Management, has been named by LPL Financial as a new member of the LPL Ambassador Council Program. He is one of 60 members selected from among approximately 29,000 LPL advisors and institution leaders nationwide for one of three councils designated by the members’ affiliation with LPL.
The Ambassador Council serves as a voice for LPL’s broad advisor base and helps deepen relationships with a cross-section of highly dedicated financial professionals. These established and respected business leaders serve as valuable and well-informed extended community advocates for LPL. Ambassador Council members are important assets to LPL, closely connected to LPL’s strategic roadmap and key executives – sharing their industry experience, offering beneficial feedback and supporting peers of various affiliation types.
With 28 years of experience in the financial services industry, Geis is a respected leader whose extensive knowledge allows him to guide his team in providing exceptional service, helping clients confidently pursue their financial goals. He holds an impressive array of credentials, including his FINRA Series 7, 9, 10, 26, 63, and 66 registrations, all held through LPL Financial, as well as his NYS Life and Health license."