Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elroy? Claim Your ProfileElroy Goodyear is a financial advisor who has been working in the industry since September 19, 2001. Elroy is currently registered with Cetera Investment Advisers LLC. Elroy Goodyear is a CERTIFIED FINANCIAL PLANNER™ professional and offers financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Elroy also provides educational seminars. Elroy was previously registered with SAXONY SECURITIES, INC., AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., HSBC BROKERAGE (USA) INC., and PRUCO SECURITIES CORPORATION.
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (WILLIAMSVILLE NY)
NY
05/29/2009 - 08/10/2022
SAXONY SECURITIES, INC. (WILLIAMSVILLE NY)
NY
01/09/2004 - 06/02/2009
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
05/20/2002 - 01/26/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NJ
09/19/2001 - 05/20/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 2/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/3/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 4/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/22/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 9/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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