Unclaimed
Gregory David Goodson is a financial advisor based in Atlanta, Georgia. Gregory has over 5 years of experience in the financial services industry. Gregory holds the Series 7, Series 63, Series 65, and SIE licenses. Gregory is also a Certified Financial Planner and a Chartered Financial Analyst. Gregory is currently registered with Voya Investment Management Co. LLC and previously worked with Securities America, Inc. and Fidelity Brokerage Services LLC. Gregory specializes in providing financial advice to individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
03/19/2019 - Present
Voya Investment Management Co. LLC (ATLANTA GA)
OH
04/26/2016 - 03/15/2019
SECURITIES AMERICA, INC. (WEST CHESTER OH)
KY
12/01/2014 - 03/22/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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