Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elad? Claim Your ProfileElad Goren is a financial advisor with over 24 years of experience in the industry. Elad currently works at Kestra Advisory Services, LLC, and has worked at several other firms such as OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and NEXT FINANCIAL GROUP, INC. Elad holds multiple licenses including Series 7, 24, 52, 53 and 65 licenses. Elad is also a Certified Financial Planner (CFP®) and has extensive experience in retirement planning.
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.
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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CA
10/10/2023 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
09/01/2023 - 10/08/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
02/14/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
12/15/2004 - 02/28/2011
NEXT FINANCIAL GROUP, INC. (WESTLAKE VILLAGE CA)
MO
04/20/1999 - 12/16/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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