Unclaimed
Dewitt T Goldsby is a financial advisor with Cetera Investment Advisers LLC. Dewitt has been in the financial services industry since May 2004. Dewitt holds Series 7, Series 24, and Series 66 licenses and has been registered with FINRA since August 2023. Dewitt provides financial planning, portfolio management, and educational seminars. Dewitt is also a registered investment advisor with Cetera Investment Advisers LLC. In addition to providing financial services for individuals, Dewitt also provides financial services for charitable organizations, corporations or other businesses, and pension and profit sharing plans. Dewitt's office is located in Brentwood, TN.
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
TN
08/10/2023 - Present
Cetera Investment Advisers LLC (BRENTWOOD TN)
TN
05/12/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)
BOTH
Issued 05/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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