Unclaimed
Goldie Ann Ware is a financial advisor at Edward Jones with over 16 years of experience in the industry. Goldie has been actively registered with FINRA and a number of states for over 16 years and has a Series 7, 63, and 66 licenses, as well as the SIE exam. Goldie has experience working with individuals, high-net-worth individuals, corporations, partnerships, charitable organizations, and pension plans. She provides financial planning, portfolio management, and selection of other advisors.
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.
See schedule d - miscellaneous
1
2
MO
06/05/2023 - Present
Edward Jones (ST LOUIS MO)
TN
01/17/2007 - 07/31/2009
EDWARD JONES (NASHVILLE TN)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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