Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Goddard is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Enterprise, LLC in New York. Jeffrey has previously worked at a number of financial firms including Capital One Securities, Inc., Buckman, Buckman & Reid, Inc., Robert W. Baird & Co. Incorporated, A. G. Edwards & Sons, Inc., BGC Financial Inc., A.B. Watley, Inc., BA Investment Services, Inc., Fidelity Brokerage Services, Inc., and Fidelity Distributors Corporation. Jeffrey holds a variety of licenses and certifications including Series 6, 7, 8, 24, 55, 57TO, 63, 65, and 66. He is also registered as an investment advisor representative in New York. Jeffrey offers a wide range of financial services to individuals and businesses, including portfolio management, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (NEW YORK NY)
NY
12/02/2014 - 04/10/2023
CAPITAL ONE SECURITIES, INC. (New York NY)
NJ
08/25/2014 - 11/24/2014
BUCKMAN, BUCKMAN & REID, INC. (LITTLE SILVER NJ)
NJ
12/20/2007 - 03/25/2014
ROBERT W. BAIRD & CO. INCORPORATED (RED BANK NJ)
NY
03/17/2006 - 12/14/2007
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
NY
05/13/2002 - 03/06/2006
BGC FINANCIAL INC. (NEW YORK NY)
NY
12/10/1998 - 05/15/2002
A.B. WATLEY, INC. (NEW YORK NY)
CA
01/09/1995 - 10/06/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
RI
06/20/1987 - 05/10/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
05/30/1986 - 12/10/1986
FIDELITY DISTRIBUTORS CORPORATION
BOTH
Issued 06/17/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2003
Series 4 - Registered Options Principal Examination
BC
Issued 04/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/08/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Goddard is the right advisor for you? Invested Better is here to help.
