Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Goyette is an investment advisor representative at Dakota Wealth, LLC. Jeffrey has been in the financial services industry since 1994. He has a Series 6, 7, 31 and 63 licenses as well as a Series 65. Jeffrey has experience in various investment areas including financial planning, portfolio management, and pension consulting. He works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and investment companies. Jeffrey is also licensed in Pennsylvania and South Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
PA
05/15/2024 - Present
Dakota Wealth, LLC (Mechanicsburg PA)
PA
04/15/2016 - 11/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mechanicsburg PA)
PA
09/03/1999 - 04/28/2016
LPL FINANCIAL LLC (ENOLA PA)
FL
10/21/1996 - 08/30/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
06/25/1994 - 10/04/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 08/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jeffrey Goyette is the right advisor for you? Invested Better is here to help.
