Jeffrey GoldsteinCRD Number: 6243760
Current Firm: Securian Financial Services, Inc.
Jeffrey Goldstein (CRD# 6243760) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Securian Financial Services Inc.||St. Paul, MN||Jul 2014 - Current||3|
|Minnesota Life||St. Paul, MN||Jul 2014 - Current||3|
|Evershore Financial Services Inc.||Orlando, FL||Jul 2014 - Current||3|
|Axa Advisors, LLC||New York, NY||Oct 2013 - Jul 2014||< 1|
|Centerplate||Orlando, FL||Oct 2012 - Aug 2013||< 1|
|Chicos||Orlando, FL||May 2007 - Jan 2013||5|
|Orlando Parking Solutions||Orlando, FL||Aug 2010 - Dec 2011||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV