Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goins is a financial advisor with Commonwealth Financial Network. David has been in the industry since June 1993. David has been registered with Commonwealth Financial Network since March 2009, and is also registered in Arizona, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Maine, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas and West Virginia. Prior to joining Commonwealth Financial Network, David was with Citigroup Global Markets Inc. and Edward Jones. David is a Certified Financial Planner.
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.
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2
OH
03/31/2009 - Present
Commonwealth Financial Network (Marysville OH)
OH
06/25/2004 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
MO
12/22/1995 - 06/28/2004
EDWARD JONES (ST. LOUIS MO)
NY
06/17/1993 - 01/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1993
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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