Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janel? Claim Your ProfileJanel Marie Goff is a financial advisor with over 30 years of experience in the financial services industry. Janel is currently registered with LPL Financial LLC and has offices in Edina, MN. Janel has experience working with individuals, high-net-worth individuals, corporations, and trusts. Janel holds Series 7, 9, 10, 63 and 66 licenses and is licensed to provide investment advisory services in Minnesota and Texas. Janel previously worked with a number of firms including Benjamin F. Edwards & Company, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Piper Jaffray & Co.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
01/03/2014 - Present
LPL Financial LLC (EDINA MN)
MN
09/02/2011 - 01/16/2014
BENJAMIN F. EDWARDS & COMPANY, INC. (EDINA MN)
MN
08/14/2006 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
05/31/2002 - 08/17/2006
PIPER JAFFRAY & CO. (EDINA MN)
NY
03/02/1998 - 06/14/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
06/10/1993 - 03/02/1998
DAIN RAUSCHER INCORPORATED
SC
03/19/1993 - 06/15/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
07/13/1992 - 12/11/1992
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Janel Goff is the right advisor for you? Invested Better is here to help.
