Jeffery Gosen, financial advisor Saginaw MI

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 34 years of experience in the finance industry.

Similar Advisors
David Abbs, financial advisor Saginaw MI
David J. Abbs
CRD# 1031068
Cwm, LLC
Similar Advisors
Brian Abraham, financial advisor Saginaw MI
Brian T. Abraham
CRD# 5184145
Raymond James & Associates, Inc.
Similar Advisors
Bianca Adamo-Leece, financial advisor Saginaw MI
Bianca M. Adamo-Leece
CRD# 4473397
J.p. Morgan Securities LLC
Professional Designations
Company Name Location Dates Years
Gosen Investments, LLC Saginaw, MI Jan 2013 - Current 11
Founders Financial Securities, LLC Towson, MD Nov 2009 - Current 14
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffery R. Gosen
Phone Number: 410-308-9988
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    2,909
    MILLIONS
  • Total Number of Accounts
    18,269
    ACCOUNTS
  • Average Account Value
    $159,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.