Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Bertram Goldsmith is a financial advisor with The Strategic Financial Alliance, Inc., a firm based in Atlanta, Georgia. Arthur has over 20 years of experience in the financial industry. Arthur holds the Series 7, 24, 31, 63, and 99TO licenses. Arthur is also registered in Georgia. He specializes in providing financial planning services to individuals and businesses. Arthur is passionate about helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
09/12/2003 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
GA
09/08/2019 - 12/31/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
NC
10/14/1988 - 01/16/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
03/21/1980 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
BC
Issued 10/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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