Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Goetz is a financial advisor with Golden State Wealth Management, LLC. James has been working in the financial services industry since 2012 and has experience in providing financial advice to individuals, businesses, and charitable organizations. James is licensed to provide financial advice in California, Nevada, Ohio, Oregon, and West Virginia. James holds Series 6, 7, 63, and 66 licenses, as well as the SIE. James is committed to helping 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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
03/02/2015 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
10/01/2012 - 03/04/2015
J.P. MORGAN SECURITIES LLC (WILLITS CA)
CA
05/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKEPORT CA)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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