Unclaimed
August Golinski is a registered representative with Cambridge Investment Research Advisors, Inc. August has been working in the financial services industry since April 2013. August is registered in 21 states and has a Series 6, 7, and 66 securities license. August specializes in financial planning, portfolio management, and providing securities and investment advisory services to individuals and businesses. August is also an independent insurance agent for various independent insurance agencies.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation fees from 3rd party money managers
1
2
OH
08/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (Westlake OH)
OH
04/18/2013 - 08/20/2024
OSAIC FA, INC. (ORANGE VILLAGE OH)
BOTH
Issued 08/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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