Jeffrey Goyette (CRD# 2500780) is an Investment Advisor Representative working at Dakota Wealth, LLC in Mechanicsburg, PA and has over 29 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Mechanicsburg, PA | Nov 2023 - Current | < 1 |
| Raymond James Financial Services Advisors Inc. | Enola, PA | Apr 2016 - Nov 2023 | 7 |
| Raymond James Financial Services Inc. | Enola, PA | Apr 2016 - Nov 2023 | 7 |
| Lpl Financial LLC | Enola, PA | Oct 1999 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management5,334MILLIONS
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
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