Unclaimed
Boyce Goff is a financial advisor with Osaic Wealth, Inc. located in BELLEVUE, WA. Boyce has been working in the financial industry since August 2, 2000. Boyce Goff holds the Series 6, Series 63 and SIE licenses and has been registered with FINRA, a self-regulatory organization. The advisor's current registrations include Texas, Washington, Arizona, California, District of Columbia, Florida, Idaho, Nevada, Oregon, South Carolina, Utah, and Virginia. Boyce's previous employers include Woodbury Financial Services, Inc., Ameritas Investment Corp, and Securian Financial Services, Inc.. Osaic Wealth, Inc. is a registered investment advisor and is also registered with the SEC. Osaic Wealth, Inc. has 437201 accounts and manages approximately $94.5 billion in assets for individuals, high net worth individuals, corporations, investment companies, pension plans, trusts, estates, charitable organizations, and state or municipal governments.
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.
A percentage of the total value of assets under management is charged.
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2
WA
01/19/2024 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
WA
03/07/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
03/22/2010 - 03/18/2016
AMERITAS INVESTMENT CORP. (BELLEVUE WA)
WA
12/14/2006 - 03/19/2010
SECURIAN FINANCIAL SERVICES, INC. (BELLEVUE WA)
BC
Issued 04/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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