Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Goldman is a financial advisor registered in 7 states. Jill Goldman is affiliated with KCD Financial, Inc. and has been working in the financial industry for over 30 years. Jill Goldman has a range of certifications, including Series 6, 7, 26, 63 and 65. Jill Goldman provides services such as portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A portion of fees paid to 3rd party advisors
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2
MA
01/05/2005 - Present
KCD Financial, Inc. (HYANNIS MA)
MA
09/10/1997 - 12/31/2004
CANTELLA & CO., INC. (MALDEN MA)
CO
10/09/1996 - 09/11/1997
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CA
09/19/1996 - 10/10/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
FL
06/22/1993 - 09/05/1996
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
TX
08/06/1992 - 07/13/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
GA
10/14/1991 - 08/26/1992
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 06/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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