Unclaimed
Jeffrey Goff is a financial advisor with Empower Advisory Group, LLC. Jeffrey has been in the industry since 1993 and has a broad range of experience in both brokerage and advisory roles. Jeffrey is registered to provide advisory services in Kansas and is also licensed as a Broker in most states. Jeffrey has an impressive track record of providing financial guidance and portfolio management to individuals, families, businesses, and institutions.
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.
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.
1
2
KS
01/20/2021 - Present
Empower Advisory Group, LLC (OVERLAND PARK KS)
KS
03/13/2018 - 12/16/2020
WADDELL & REED (OVERLAND PARK KS)
MO
05/31/2013 - 03/01/2018
EDWARD JONES (INDEPENDENCE MO)
KS
07/18/2012 - 06/08/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
KS
04/18/2012 - 06/07/2012
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
KS
04/09/2009 - 04/19/2012
NYLIFE SECURITIES LLC (OVERLAND PARK KS)
MO
04/27/2007 - 04/01/2009
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
KS
03/16/2005 - 02/28/2007
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
TX
09/15/1995 - 11/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/10/1993 - 05/23/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/20/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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