Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gobel is a financial advisor registered with Fortune Financial Services, Inc. based in Milan, Indiana. James has been in the financial services industry since 1996 and has worked with a variety of firms including Foresters Equity Services, Inc., The Riderwood Group Incorporated, First Heartland Capital, Inc., and Mutual of Omaha Investor Services, Inc.. He holds a Series 6, 26, and 63 license, and is registered in Indiana, Kentucky, Ohio, and Virginia.
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.
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.
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2
IN
10/15/2018 - Present
Fortune Financial Services, Inc. (Milan IN)
IN
03/18/2009 - 10/16/2018
FORESTERS EQUITY SERVICES, INC. (MILAN IN)
MD
01/03/2007 - 03/04/2009
THE RIDERWOOD GROUP INCORPORATED (TOWSON MD)
IN
03/29/2005 - 09/21/2006
FIRST HEARTLAND CAPITAL, INC. (SUNMAN IN)
NE
10/24/1995 - 12/31/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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