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 a financial advisor at Dakota Wealth, LLC. Jeffrey has been in the financial services industry since 2014 and has a Series 63, Series 65, Series 7, and SIE licenses. He is a Certified Financial Planner and specializes in portfolio management, financial planning, and pension consulting. Jeffrey has previously worked for Raymond James Financial Services, Inc., and LPL Financial LLC.
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.
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2
FL
11/01/2023 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
PA
04/15/2016 - 11/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mechanicsburg PA)
PA
02/01/2016 - 04/28/2016
LPL FINANCIAL LLC (ENOLA PA)
PA
09/16/2014 - 02/09/2016
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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