Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rodney Goff is a financial advisor with Osaic Wealth, Inc. James has over 40 years of experience in the financial services industry. He has served as a financial advisor for various firms and has a broad range of experience in financial planning, investment management, and insurance. James is a Registered Representative and Investment Advisor Representative, holding Series 7, 24, 62, 63, and 65 licenses. He is also a Chartered Financial Consultant. James is committed to providing his clients with personalized financial advice and guidance to help them 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
GA
02/25/2019 - Present
Osaic Wealth, Inc. (MACON GA)
GA
08/01/2008 - 07/19/2010
NATIONWIDE SECURITIES, LLC (MACON GA)
GA
09/27/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (MACON GA)
NY
10/20/1980 - 09/20/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/16/1979 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/08/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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