Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Bryan Goldman is a financial professional with over 20 years of experience in the industry. Heath is registered to provide investment advice in California, New Mexico, and is a registered representative in California. Heath is currently employed with World Equity Group, Inc., and has previously held positions at Park Avenue Securities LLC, Next Financial Group, Inc., QA3 Financial Corp., Ameritas Investment Corp., The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, PaineWebber Incorporated, Prudential Securities Incorporated, and Smith Barney Inc. Heath has a broad range of experience in financial planning, portfolio management, and investment advisory services. He is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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
CA
04/26/2018 - Present
World Equity Group, Inc. (Sherman Oaks CA)
CA
07/16/2015 - 01/23/2017
PARK AVENUE SECURITIES LLC (GLENDALE CA)
CA
10/24/2008 - 07/01/2015
NEXT FINANCIAL GROUP, INC. (SHERMAN OAKS CA)
CA
12/14/2004 - 10/24/2008
QA3 FINANCIAL CORP. (SHERMAN OAKS CA)
NE
07/08/2002 - 12/13/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IN
04/07/2000 - 07/08/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
01/24/2000 - 07/08/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NJ
05/24/1996 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/15/1996 - 05/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/22/1994 - 01/16/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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