Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Golda? Claim Your ProfileGolda Antokol is a financial advisor with Wells Fargo Clearing Services, LLC. Golda has been working in the financial industry for over 10 years and has experience in various roles, including those at RBC Capital Markets, LLC, Sagepoint Financial, Inc., Comprehensive Asset Management and Servicing, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Golda is registered in 34 states and 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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
08/03/2018 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NJ
04/27/2015 - 08/15/2016
RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)
NJ
06/03/2014 - 04/16/2015
SAGEPOINT FINANCIAL, INC. (MAHWAH NJ)
NJ
12/10/2013 - 01/13/2014
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (SUMMIT NJ)
NJ
08/14/2012 - 10/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BOTH
Issued 09/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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