Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candis? Claim Your ProfileCandis Golden is a financial advisor with over 12 years of experience in the industry. Candis currently works at Osaic Wealth, Inc., where she helps individuals and families with their financial planning needs. Candis is also registered with the state of Texas. Prior to joining Osaic Wealth, Candis worked for several other firms, including Securities America, Inc., PNC Investments, BBVA Securities Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Candis holds a Series 6, Series 7, and Series 63 license and is a graduate of the Securities Industry Essentials Examination (SIE). Candis is committed to providing her clients with personalized financial advice and helping them 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.
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.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (HUMBLE TX)
TX
04/25/2022 - 06/14/2024
SECURITIES AMERICA, INC. (HUMBLE TX)
TX
08/23/2021 - 05/11/2022
PNC INVESTMENTS (KINGWOOD TX)
TX
05/22/2014 - 08/23/2021
BBVA SECURITIES INC. (KINGWOOD TX)
TX
10/01/2012 - 05/16/2014
J.P. MORGAN SECURITIES LLC (HUMBLE TX)
TX
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUMBLE TX)
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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