Jeffery Gosen, financial advisor Saginaw MI
58 score

Jeffery Gosen

CRD Number: 1889470
Current Firm: Founders Financial Securities, LLC

Jeffery Gosen (CRD# 1889470) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Saginaw, MI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Gosen Investments, LLC Saginaw, MI Jan 2013 - Current 3
Founders Financial Securities, LLC Towson, MD Nov 2009 - Current 7
Colston Financial Group Saginaw, MI Nov 2009 - Dec 2012 3
Pruco Securities Corporation Saginaw, MI Oct 1988 - Sep 2009 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Mar 2010
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffery R. Gosen
Phone Number: 410-308-9988
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    615
    MILLIONS
  • Total Number of Accounts
    7,645
    ACCOUNTS
  • Average Account Value
    $80,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
58

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