Unclaimed
Jesse Franklin Goins is an investment advisor representative at Salem Investment Counselors Inc. Jesse has been in the industry since 1989 and is registered with the state of North Carolina. Jesse is a graduate of the University of North Carolina at Chapel Hill and has over 30 years of experience in the financial services industry. Jesse has a proven track record of success in helping individuals and families reach their financial goals. Jesse specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, families, and institutions. Jesse is committed to providing clients with personalized and comprehensive financial advice.
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.
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
NC
08/15/2007 - Present
Salem Investment Counselors Inc. (WINSTON SALEM NC)
NC
07/11/2002 - 08/06/2007
THOMPSON DAVIS & CO., INC. (WINSTON-SALEM NC)
NY
03/09/2002 - 07/11/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
02/18/2000 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
VA
05/05/1999 - 02/23/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
08/21/1995 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/03/1991 - 08/21/1995
BRANCH, CABELL AND COMPANY (RICHMOND VA)
NY
07/19/1989 - 03/20/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 07/13/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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