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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicia? Claim Your ProfileFelicia Caldwell Gopaul is an Investment Advisor Representative at CSP Financial Group LLC, a registered investment advisor headquartered in Scottsdale, Arizona. Felicia is registered as an Investment Advisor in 12 states. Felicia is also registered as a Registered Representative in California and Texas. Felicia is a Certified Financial Planner and provides a variety of financial planning services to individuals, families and businesses. Felicia also offers educational seminars on a variety of financial topics. Felicia has been a financial professional since 1998. She has worked for a number of financial institutions, including ICMA Retirement Corporation and Lincoln Financial Advisors Corporation. Prior to joining CSP Financial Group LLC, Felicia worked for Financial Control Mastery, a financial education company. Felicia is committed to providing her clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Portfolio analysis (mri) services
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.
Co-advisor fees
1
2
CA
04/18/2022 - Present
CSP Financial Group LLC (IRVINE CA)
DC
02/26/2008 - 09/10/2010
ICMA-RC SERVICES, LLC (WASHINGTON DC)
NJ
07/14/2004 - 01/03/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHELLE PARK NJ)
IN
07/14/2004 - 04/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
02/11/2002 - 06/17/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
03/05/1998 - 01/14/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MO
04/30/1995 - 02/24/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MN
11/24/1993 - 01/18/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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