Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Gosen is a financial advisor who has been in the industry since January 2, 1989. Jeffery is currently registered with Founders Financial Securities LLC. Jeffery specializes in portfolio management for both businesses and individuals. Jeffery also provides financial planning and pension consulting services. Jeffery is a Chartered Financial Consultant and is active in the financial community. Prior to joining Founders Financial Securities LLC, Jeffery was associated with PRUCO SECURITIES, LLC. and The Prudential Insurance Company of America.
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.
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
MI
07/07/2022 - Present
Founders Financial Securities LLC (SAGINAW MI)
MI
11/08/1988 - 09/17/2009
PRUCO SECURITIES, LLC. (SAGINAW MI)
NJ
11/08/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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