Steven Goffner (CRD# 1616334) is an Investment Advisor Representative working at 11 Financial in Forest Hills, NY and has over 37 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovar Wealth Management | Lufkin, TX | Mar 2024 - Current | < 1 |
| Hunter College- Cuny | New York, NY | Jan 2017 - Current | 7 |
| Empirikal Partners, LLC | Phoenix, AZ | Sep 2023 - Mar 2024 | < 1 |
| Unemployed | Forest Hills, NY | May 2016 - Jan 2017 | < 1 |
| Monroe College | Bronx, NY | Aug 2015 - May 2016 | < 1 |
| New York City Department Of Education | New York, NY | Sep 1992 - Oct 2015 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- NY
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$96,555
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, CA, CO, CT, FL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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